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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $228,324 |
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 | $71,797 | $81,301-11.7% | $76,051-5.6% | $199,874-64.1% |
| Participation rate | 96.4% | 70.1%+26.3pp | 69.1%+27.3pp | 72.0%+24.3pp |
| Annual return | 30.27% | 16.31%+14.0pp | 360.42%-330.1pp | 34.28%-4.0pp |
| Employer contribution / active EE | $5,762 | $3,352+71.9% | $2,690+114.2% | $3,036+89.8% |
| Participant deferral / active EE | $18,272 | $4,721+287.0% | $4,257+329.2% | $5,090+259.0% |
| Admin fee / account holder | $75 | $145-48.6% | $6,416-98.8% | $269-72.3% |