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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $54,708 |
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 | $71,693 | $82,163-12.7% | $125,381-42.8% | $64,819+10.6% |
| Participation rate | 93.5% | 77.9%+15.6pp | 82.4%+11.1pp | 71.5%+22.0pp |
| Annual return | -11.24% | 3.49%-14.7pp | 572.31%-583.5pp | 32.84%-44.1pp |
| Employer contribution / active EE | $4,648 | $3,616+28.5% | $4,815-3.5% | $2,507+85.4% |
| Participant deferral / active EE | $11,224 | $7,175+56.4% | $7,448+50.7% | $4,311+160.4% |
| Admin fee / account holder | $139 | $163-14.7% | $10,007-98.6% | $188-25.9% |