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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $40,751 |
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 | $59,219 | $90,064-34.2% | $100,415-41.0% | $77,762-23.8% |
| Participation rate | 95.4% | 81.3%+14.1pp | 81.5%+13.8pp | 70.6%+24.8pp |
| Annual return | 57.85% | 20.61%+37.2pp | 49.47%+8.4pp | 31.27%+26.6pp |
| Employer contribution / active EE | $5,145 | $3,043+69.0% | $3,943+30.5% | $2,728+88.6% |
| Participant deferral / active EE | $17,018 | $8,282+105.5% | $8,091+110.3% | $4,651+265.9% |
| Admin fee / account holder | $41 | $172-76.2% | $7,906-99.5% | $433-90.5% |