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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $165,636 |
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 | $70,154 | $122,585-42.8% | $184,256-61.9% | $200,096-64.9% |
| Participation rate | 85.1% | 86.9%-1.8pp | 86.8%-1.7pp | 72.0%+13.1pp |
| Annual return | 19.77% | 144.12%-124.4pp | 28.85%-9.1pp | 34.26%-14.5pp |
| Employer contribution / active EE | $4,937 | $4,571+8.0% | $6,427-23.2% | $3,038+62.5% |
| Participant deferral / active EE | $7,919 | $7,972-0.7% | $9,133-13.3% | $5,090+55.6% |
| Admin fee / account holder | $96 | $120-19.9% | $13,899-99.3% | $269-64.2% |