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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 | $50,860+202.6% | $155,574-1.1% | $77,714+98.0% |
| Participation rate | 99.3% | 63.1%+36.1pp | 78.2%+21.1pp | 70.6%+28.7pp |
| Annual return | 18.81% | 34.86%-16.1pp | 64.87%-46.1pp | 31.26%-12.4pp |
| Employer contribution / active EE | $22,214 | $1,991+1015.9% | $4,676+375.1% | $2,727+714.7% |
| Participant deferral / active EE | $22,295 | $2,825+689.3% | $5,629+296.1% | $4,649+379.5% |
| Admin fee / account holder | $75 | $436-82.7% | $15,914-99.5% | $433-82.6% |