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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,921 |
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 | $140,091 | $95,417+46.8% | $135,974+3.0% | $74,460+88.1% |
| Participation rate | 89.1% | 78.2%+10.9pp | 81.9%+7.2pp | 70.7%+18.4pp |
| Annual return | 23.32% | 32.76%-9.4pp | 68.30%-45.0pp | 34.38%-11.1pp |
| Employer contribution / active EE | $7,009 | $3,878+80.7% | $4,859+44.2% | $2,638+165.7% |
| Participant deferral / active EE | $23,244 | $7,789+198.4% | $7,760+199.5% | $4,530+413.1% |
| Admin fee / account holder | $21 | $266-92.1% | $10,767-99.8% | $348-94.0% |