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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,188 |
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 | $83,784 | $86,225-2.8% | $146,643-42.9% | $86,821-3.5% |
| Participation rate | 85.8% | 78.0%+7.8pp | 80.1%+5.7pp | 72.3%+13.5pp |
| Annual return | 17.01% | 31.23%-14.2pp | 22.75%-5.7pp | 97.94%-80.9pp |
| Employer contribution / active EE | $1,250 | $2,392-47.8% | $4,137-69.8% | $2,406-48.1% |
| Participant deferral / active EE | $3,311 | $4,245-22.0% | $5,506-39.9% | $4,132-19.9% |
| Admin fee / account holder | $17 | $195-91.1% | $10,280-99.8% | $170-89.8% |