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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $132,836 |
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 | $90,826 | $106,264-14.5% | $147,117-38.3% | $77,762+16.8% |
| Participation rate | 94.4% | 78.4%+15.9pp | 82.2%+12.2pp | 70.6%+23.8pp |
| Annual return | 28.13% | 56.94%-28.8pp | 420.54%-392.4pp | 31.27%-3.1pp |
| Employer contribution / active EE | $2,010 | $4,074-50.7% | $4,932-59.2% | $2,728-26.3% |
| Participant deferral / active EE | $18,813 | $8,003+135.1% | $8,065+133.3% | $4,651+304.5% |
| Admin fee / account holder | $106 | $334-68.3% | $12,993-99.2% | $433-75.5% |