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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,391 |
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 | $30,601 | $71,526-57.2% | $98,450-68.9% | $71,495-57.2% |
| Participation rate | 92.4% | 72.7%+19.7pp | 75.2%+17.3pp | 67.9%+24.5pp |
| Annual return | 22.35% | 32.42%-10.1pp | 21.16%+1.2pp | 28.85%-6.5pp |
| Employer contribution / active EE | $719 | $2,400-70.0% | $3,049-76.4% | $2,589-72.2% |
| Participant deferral / active EE | $2,364 | $4,110-42.5% | $4,739-50.1% | $4,291-44.9% |
| Admin fee / account holder | $38 | $1,675-97.7% | $8,961-99.6% | $1,588-97.6% |