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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $17,743 |
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 | $26,933 | $82,188-67.2% | $125,391-78.5% | $64,824-58.5% |
| Participation rate | 95.7% | 77.9%+17.8pp | 82.4%+13.3pp | 71.5%+24.2pp |
| Annual return | -2.44% | 3.50%-5.9pp | 572.41%-574.9pp | 32.84%-35.3pp |
| Employer contribution / active EE | $5,359 | $3,617+48.1% | $4,816+11.3% | $2,507+113.8% |
| Participant deferral / active EE | $11,737 | $7,177+63.5% | $7,448+57.6% | $4,311+172.2% |
| Admin fee / account holder | $54 | $163-67.2% | $10,009-99.5% | $188-71.5% |