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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 | $106,230-40.8% | $147,080-57.2% | $77,736-19.1% |
| Participation rate | 84.6% | 78.4%+6.2pp | 82.2%+2.4pp | 70.6%+14.0pp |
| Annual return | 32.15% | 56.91%-24.8pp | 420.17%-388.0pp | 31.26%+0.9pp |
| Employer contribution / active EE | $4,658 | $4,072+14.4% | $4,933-5.6% | $2,728+70.8% |
| Participant deferral / active EE | $14,327 | $8,001+79.1% | $8,066+77.6% | $4,651+208.1% |
| Admin fee / account holder | $142 | $338-58.1% | $12,989-98.9% | $433-67.3% |