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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $76,633 |
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 | $78,478 | $52,293+50.1% | $178,499-56.0% | $73,412+6.9% |
| Participation rate | 93.9% | 65.3%+28.6pp | 81.9%+12.0pp | 72.2%+21.7pp |
| Annual return | 30.49% | 34.75%-4.3pp | 151.10%-120.6pp | 59.30%-28.8pp |
| Employer contribution / active EE | $9,034 | $1,735+420.6% | $5,011+80.3% | $2,234+304.5% |
| Participant deferral / active EE | $12,673 | $2,332+443.4% | $5,202+143.6% | $3,806+233.0% |
| Admin fee / account holder | $119 | $127-6.8% | $13,986-99.2% | $158-24.9% |