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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $29,481 |
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 | $68,118 | $101,499-32.9% | $147,005-53.7% | $74,546-8.6% |
| Participation rate | 97.8% | 75.5%+22.2pp | 82.2%+15.6pp | 67.2%+30.5pp |
| Annual return | 19.12% | 8732.34%-8713.2pp | 418.76%-399.6pp | 1366.03%-1346.9pp |
| Employer contribution / active EE | $2,262 | $3,811-40.7% | $4,934-54.2% | $2,624-13.8% |
| Participant deferral / active EE | $13,872 | $7,304+89.9% | $8,070+71.9% | $4,347+219.1% |
| Admin fee / account holder | $92 | $1,748-94.7% | $13,006-99.3% | $1,944-95.2% |