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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 | $122,854-42.9% | $184,200-61.9% | $199,768-64.9% |
| Participation rate | 85.1% | 87.0%-1.9pp | 86.8%-1.7pp | 72.0%+13.1pp |
| Annual return | 19.77% | 143.99%-124.2pp | 28.80%-9.0pp | 34.26%-14.5pp |
| Employer contribution / active EE | $4,937 | $4,588+7.6% | $6,424-23.2% | $3,037+62.6% |
| Participant deferral / active EE | $7,919 | $7,995-1.0% | $9,132-13.3% | $5,090+55.6% |
| Admin fee / account holder | $96 | $120-19.9% | $13,907-99.3% | $269-64.2% |