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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 | $106,164-14.4% | $147,041-38.2% | $77,692+16.9% |
| Participation rate | 94.4% | 78.4%+16.0pp | 82.2%+12.2pp | 70.6%+23.8pp |
| Annual return | 28.13% | 56.81%-28.7pp | 419.21%-391.1pp | 31.25%-3.1pp |
| Employer contribution / active EE | $2,010 | $4,066-50.6% | $4,935-59.3% | $2,726-26.3% |
| Participant deferral / active EE | $18,813 | $7,993+135.4% | $8,071+133.1% | $4,648+304.7% |
| Admin fee / account holder | $106 | $338-68.7% | $13,006-99.2% | $431-75.4% |