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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,513 |
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 | $42,371 | $77,523-45.3% | $100,383-57.8% | $80,874-47.6% |
| Participation rate | 84.9% | 77.0%+8.0pp | 81.5%+3.4pp | 67.6%+17.3pp |
| Annual return | 26.48% | 37.21%-10.7pp | 49.26%-22.8pp | 35.62%-9.1pp |
| Employer contribution / active EE | $3,884 | $2,801+38.7% | $3,944-1.5% | $2,756+41.0% |
| Participant deferral / active EE | $15,637 | $6,822+129.2% | $8,086+93.4% | $4,297+263.9% |
| Admin fee / account holder | $206 | $5,899-96.5% | $7,900-97.4% | $6,935-97.0% |