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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,413 |
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 | $82,878 | $122,239-32.2% | $184,200-55.0% | $74,546+11.2% |
| Participation rate | 78.3% | 85.5%-7.2pp | 86.8%-8.6pp | 67.2%+11.1pp |
| Annual return | 41.04% | 19.95%+21.1pp | 28.80%+12.2pp | 1366.03%-1325.0pp |
| Employer contribution / active EE | $6,604 | $4,537+45.5% | $6,424+2.8% | $2,624+151.6% |
| Participant deferral / active EE | $10,518 | $7,139+47.3% | $9,132+15.2% | $4,347+141.9% |
| Admin fee / account holder | $85 | $1,260-93.3% | $13,907-99.4% | $1,944-95.6% |