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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 | $77,460-45.3% | $100,378-57.8% | $80,925-47.6% |
| Participation rate | 84.9% | 76.9%+8.0pp | 81.5%+3.4pp | 67.7%+17.2pp |
| Annual return | 26.48% | 37.24%-10.8pp | 49.41%-22.9pp | 35.65%-9.2pp |
| Employer contribution / active EE | $3,884 | $2,801+38.7% | $3,942-1.5% | $2,756+40.9% |
| Participant deferral / active EE | $15,637 | $6,818+129.3% | $8,087+93.4% | $4,299+263.8% |
| Admin fee / account holder | $206 | $5,887-96.5% | $7,899-97.4% | $6,940-97.0% |