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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $275,187 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,212 | $130,052-38.3% | $86,717-7.5% | $77,906+3.0% |
| Participation rate | 92.6% | 85.9%+6.7pp | 76.6%+16.0pp | 73.7%+18.9pp |
| Annual return | -14.89% | -12.73%-2.2pp | 35.97%-50.9pp | 12.16%-27.0pp |
| Employer contribution / active EE | $3,608 | $3,214+12.3% | $2,837+27.2% | $2,846+26.7% |
| Participant deferral / active EE | $17,329 | $5,741+201.9% | $4,657+272.1% | $4,805+260.6% |
| Admin fee / account holder | $70 | $132-47.1% | $7,494-99.1% | $133-47.4% |