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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 | $101,591-32.9% | $147,096-53.7% | $74,429-8.5% |
| Participation rate | 97.8% | 75.5%+22.2pp | 82.2%+15.6pp | 67.2%+30.5pp |
| Annual return | 19.12% | 8746.45%-8727.3pp | 419.75%-400.6pp | 1368.38%-1349.3pp |
| Employer contribution / active EE | $2,262 | $3,813-40.7% | $4,936-54.2% | $2,625-13.8% |
| Participant deferral / active EE | $13,872 | $7,302+90.0% | $8,071+71.9% | $4,348+219.0% |
| Admin fee / account holder | $92 | $1,750-94.7% | $13,005-99.3% | $1,944-95.2% |