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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 | $106,247-14.5% | $147,096-38.3% | $77,714+16.9% |
| Participation rate | 94.4% | 78.4%+16.0pp | 82.2%+12.2pp | 70.6%+23.8pp |
| Annual return | 28.13% | 56.87%-28.7pp | 419.75%-391.6pp | 31.26%-3.1pp |
| Employer contribution / active EE | $2,010 | $4,069-50.6% | $4,936-59.3% | $2,727-26.3% |
| Participant deferral / active EE | $18,813 | $7,996+135.3% | $8,071+133.1% | $4,649+304.7% |
| Admin fee / account holder | $106 | $338-68.7% | $13,005-99.2% | $433-75.6% |