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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,304 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $285,546 | $100,272+184.8% | $170,028+67.9% | $74,440+283.6% |
| Participation rate | 98.0% | 87.4%+10.7pp | 87.0%+11.0pp | 70.7%+27.3pp |
| Annual return | 21.54% | 66.12%-44.6pp | 53.39%-31.9pp | 34.37%-12.8pp |
| Employer contribution / active EE | $8,595 | $4,266+101.5% | $6,788+26.6% | $2,638+225.9% |
| Participant deferral / active EE | $20,768 | $7,147+190.6% | $10,409+99.5% | $4,529+358.6% |
| Admin fee / account holder | $5 | $235-97.7% | $12,820-100.0% | $348-98.4% |