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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,283 |
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 | $96,494 | $82,163+17.4% | $125,381-23.0% | $64,819+48.9% |
| Participation rate | 89.2% | 77.9%+11.4pp | 82.4%+6.9pp | 71.5%+17.8pp |
| Annual return | -4.12% | 3.49%-7.6pp | 572.31%-576.4pp | 32.84%-37.0pp |
| Employer contribution / active EE | $4,746 | $3,616+31.2% | $4,815-1.4% | $2,507+89.3% |
| Participant deferral / active EE | $15,076 | $7,175+110.1% | $7,448+102.4% | $4,311+249.7% |
| Admin fee / account holder | $20 | $163-87.5% | $10,007-99.8% | $188-89.2% |