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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $40,197 |
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 | $82,811 | $106,164-22.0% | $147,041-43.7% | $77,692+6.6% |
| Participation rate | 95.3% | 78.4%+17.0pp | 82.2%+13.2pp | 70.6%+24.8pp |
| Annual return | 29.29% | 56.81%-27.5pp | 419.21%-389.9pp | 31.25%-2.0pp |
| Employer contribution / active EE | $2,376 | $4,066-41.6% | $4,935-51.8% | $2,726-12.8% |
| Participant deferral / active EE | $18,201 | $7,993+127.7% | $8,071+125.5% | $4,648+291.6% |
| Admin fee / account holder | $31 | $338-90.7% | $13,006-99.8% | $431-92.7% |