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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,457 |
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 | $127,625 | $104,336+22.3% | $159,455-20.0% | $86,813+47.0% |
| Participation rate | 85.5% | 77.7%+7.8pp | 82.8%+2.6pp | 72.3%+13.2pp |
| Annual return | 26.10% | 26.32%-0.2pp | 263.63%-237.5pp | 97.93%-71.8pp |
| Employer contribution / active EE | $4,885 | $3,451+41.5% | $4,830+1.1% | $2,406+103.0% |
| Participant deferral / active EE | $15,750 | $6,837+130.4% | $7,353+114.2% | $4,131+281.2% |
| Admin fee / account holder | $50 | $172-71.1% | $10,800-99.5% | $170-70.7% |