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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $80,741 |
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 | $153,912 | $50,919+202.3% | $155,556-1.1% | $77,762+97.9% |
| Participation rate | 99.3% | 63.1%+36.2pp | 78.2%+21.0pp | 70.6%+28.7pp |
| Annual return | 18.81% | 34.84%-16.0pp | 64.84%-46.0pp | 31.27%-12.5pp |
| Employer contribution / active EE | $22,214 | $1,991+1015.5% | $4,675+375.1% | $2,728+714.3% |
| Participant deferral / active EE | $22,295 | $2,824+689.3% | $5,631+295.9% | $4,651+379.4% |
| Admin fee / account holder | $75 | $437-82.7% | $15,885-99.5% | $433-82.6% |