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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $71,128 |
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 | $101,691 | $53,216+91.1% | $155,534-34.6% | $199,960-49.1% |
| Participation rate | 97.0% | 64.1%+32.9pp | 78.2%+18.8pp | 72.0%+25.0pp |
| Annual return | 18.86% | 41.18%-22.3pp | 64.92%-46.1pp | 34.28%-15.4pp |
| Employer contribution / active EE | $7,975 | $1,848+331.5% | $4,675+70.6% | $3,036+162.7% |
| Participant deferral / active EE | $13,688 | $3,164+332.7% | $5,630+143.1% | $5,087+169.1% |
| Admin fee / account holder | $30 | $186-83.9% | $15,900-99.8% | $269-88.9% |