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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 | $45,109+70.7% | $85,187-9.6% | $77,736-0.9% |
| Participation rate | 94.5% | 48.7%+45.9pp | 67.5%+27.0pp | 70.6%+24.0pp |
| Annual return | 21.19% | 79.55%-58.4pp | 66.67%-45.5pp | 31.26%-10.1pp |
| Employer contribution / active EE | $3,657 | $1,602+128.3% | $2,732+33.8% | $2,728+34.1% |
| Participant deferral / active EE | $13,762 | $2,814+389.1% | $4,525+204.1% | $4,651+195.9% |
| Admin fee / account holder | $106 | $915-88.5% | $6,162-98.3% | $433-75.6% |