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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,519 |
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 | $80,130 | $93,182-14.0% | $146,643-45.4% | $79,391+0.9% |
| Participation rate | 93.1% | 76.4%+16.7pp | 80.1%+13.1pp | 70.7%+22.4pp |
| Annual return | 14.57% | 21.61%-7.0pp | 22.75%-8.2pp | 116.88%-102.3pp |
| Employer contribution / active EE | $767 | $2,420-68.3% | $4,137-81.5% | $2,428-68.4% |
| Participant deferral / active EE | $5,038 | $4,169+20.8% | $5,506-8.5% | $4,046+24.5% |
| Admin fee / account holder | $24 | $585-96.0% | $10,280-99.8% | $627-96.2% |