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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $251,578 |
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 | $105,547 | $104,544+1.0% | $96,564+9.3% | $80,187+31.6% |
| Participation rate | 94.8% | 86.4%+8.4pp | 76.0%+18.8pp | 72.9%+21.8pp |
| Annual return | 25.33% | 21.79%+3.5pp | 25.89%-0.6pp | 40.40%-15.1pp |
| Employer contribution / active EE | $3,786 | $3,527+7.3% | $2,967+27.6% | $2,980+27.1% |
| Participant deferral / active EE | $20,028 | $6,170+224.6% | $4,852+312.8% | $5,016+299.3% |
| Admin fee / account holder | $59 | $107-44.4% | $8,256-99.3% | $145-59.0% |