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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 | $106,264-40.8% | $147,117-57.2% | $77,762-19.1% |
| Participation rate | 84.6% | 78.4%+6.2pp | 82.2%+2.4pp | 70.6%+14.0pp |
| Annual return | 32.15% | 56.94%-24.8pp | 420.54%-388.4pp | 31.27%+0.9pp |
| Employer contribution / active EE | $4,658 | $4,074+14.3% | $4,932-5.6% | $2,728+70.7% |
| Participant deferral / active EE | $14,327 | $8,003+79.0% | $8,065+77.7% | $4,651+208.1% |
| Admin fee / account holder | $142 | $334-57.6% | $12,993-98.9% | $433-67.2% |