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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $157,983 |
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 | $77,015 | $44,980+71.2% | $85,063-9.5% | $77,692-0.9% |
| Participation rate | 94.5% | 48.6%+45.9pp | 67.5%+27.0pp | 70.6%+24.0pp |
| Annual return | 21.19% | 79.13%-57.9pp | 66.54%-45.3pp | 31.25%-10.1pp |
| Employer contribution / active EE | $3,657 | $1,607+127.5% | $2,727+34.1% | $2,726+34.1% |
| Participant deferral / active EE | $13,762 | $2,804+390.8% | $4,523+204.3% | $4,648+196.1% |
| Admin fee / account holder | $106 | $911-88.4% | $6,155-98.3% | $431-75.5% |