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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $84,697 |
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 | $62,926 | $106,247-40.8% | $147,096-57.2% | $77,714-19.0% |
| Participation rate | 84.6% | 78.4%+6.2pp | 82.2%+2.4pp | 70.6%+14.0pp |
| Annual return | 32.15% | 56.87%-24.7pp | 419.75%-387.6pp | 31.26%+0.9pp |
| Employer contribution / active EE | $4,658 | $4,069+14.5% | $4,936-5.6% | $2,727+70.8% |
| Participant deferral / active EE | $14,327 | $7,996+79.2% | $8,071+77.5% | $4,649+208.2% |
| Admin fee / account holder | $142 | $338-58.1% | $13,005-98.9% | $433-67.3% |