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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $54,452 |
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 | $30,790 | $100,801-69.5% | $149,730-79.4% | $73,412-58.1% |
| Participation rate | 88.6% | 77.7%+10.9pp | 82.5%+6.1pp | 72.2%+16.4pp |
| Annual return | 26.24% | 265.34%-239.1pp | 276.70%-250.5pp | 59.30%-33.1pp |
| Employer contribution / active EE | $3,138 | $3,312-5.3% | $4,645-32.5% | $2,234+40.5% |
| Participant deferral / active EE | $8,278 | $6,404+29.3% | $6,843+21.0% | $3,806+117.5% |
| Admin fee / account holder | $61 | $181-66.4% | $9,310-99.3% | $158-61.5% |