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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $44,002 |
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 | $43,655 | $95,438-54.3% | $135,982-67.9% | $74,473-41.4% |
| Participation rate | 78.5% | 78.2%+0.2pp | 81.9%-3.5pp | 70.7%+7.7pp |
| Annual return | 55.35% | 32.61%+22.7pp | 68.32%-13.0pp | 34.36%+21.0pp |
| Employer contribution / active EE | $3,635 | $3,878-6.3% | $4,859-25.2% | $2,638+37.8% |
| Participant deferral / active EE | $10,685 | $7,790+37.2% | $7,760+37.7% | $4,530+135.9% |
| Admin fee / account holder | $78 | $259-69.7% | $10,767-99.3% | $347-77.4% |