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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $57,808 |
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 | $80,776 | $46,325+74.4% | $143,788-43.8% | $64,814+24.6% |
| Participation rate | 99.2% | 64.2%+35.0pp | 80.3%+18.9pp | 71.5%+27.7pp |
| Annual return | -14.99% | -10.05%-4.9pp | -0.03%-15.0pp | 32.84%-47.8pp |
| Employer contribution / active EE | $14,378 | $1,911+652.3% | $4,952+190.4% | $2,507+473.6% |
| Participant deferral / active EE | $16,251 | $2,647+514.0% | $5,638+188.2% | $4,310+277.0% |
| Admin fee / account holder | $54 | $154-65.1% | $14,675-99.6% | $188-71.4% |