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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $106,862 |
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 | $58,048 | $107,415-46.0% | $135,998-57.3% | $80,187-27.6% |
| Participation rate | 79.3% | 78.0%+1.3pp | 81.9%-2.6pp | 72.9%+6.4pp |
| Annual return | 37.58% | 91.99%-54.4pp | 68.37%-30.8pp | 40.40%-2.8pp |
| Employer contribution / active EE | $5,518 | $3,878+42.3% | $4,860+13.5% | $2,980+85.2% |
| Participant deferral / active EE | $12,175 | $8,189+48.7% | $7,761+56.9% | $5,016+142.7% |
| Admin fee / account holder | $27 | $127-79.0% | $10,769-99.8% | $145-81.6% |