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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $105,049 |
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 | $32,939 | $47,766-31.0% | $82,744-60.2% | $64,819-49.2% |
| Participation rate | 92.3% | 67.7%+24.6pp | 72.6%+19.7pp | 71.5%+20.8pp |
| Annual return | -15.79% | -13.06%-2.7pp | 702.22%-718.0pp | 32.84%-48.6pp |
| Employer contribution / active EE | $1,290 | $2,182-40.9% | $3,008-57.1% | $2,507-48.6% |
| Participant deferral / active EE | $3,686 | $3,332+10.6% | $4,395-16.1% | $4,311-14.5% |
| Admin fee / account holder | $158 | $143+10.8% | $5,325-97.0% | $188-15.6% |