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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $19,541 |
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 | $26,934 | $82,188-67.2% | $125,391-78.5% | $64,824-58.5% |
| Participation rate | 75.5% | 77.9%-2.4pp | 82.4%-6.9pp | 71.5%+4.0pp |
| Annual return | 0.00% | 3.50%-3.5pp | 572.41%-572.4pp | 32.84%-32.8pp |
| Employer contribution / active EE | $2,530 | $3,617-30.1% | $4,816-47.5% | $2,507+0.9% |
| Participant deferral / active EE | $8,265 | $7,177+15.2% | $7,448+11.0% | $4,311+91.7% |
| Admin fee / account holder | $47 | $163-71.0% | $10,009-99.5% | $188-74.8% |