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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 | $106,164-40.7% | $147,041-57.2% | $77,692-19.0% |
| Participation rate | 84.6% | 78.4%+6.2pp | 82.2%+2.4pp | 70.6%+14.0pp |
| Annual return | 32.15% | 56.81%-24.7pp | 419.21%-387.1pp | 31.25%+0.9pp |
| Employer contribution / active EE | $4,658 | $4,066+14.5% | $4,935-5.6% | $2,726+70.9% |
| Participant deferral / active EE | $14,327 | $7,993+79.2% | $8,071+77.5% | $4,648+208.2% |
| Admin fee / account holder | $142 | $338-58.0% | $13,006-98.9% | $431-67.0% |