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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $30,616 |
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 | $50,204 | $101,672-50.6% | $147,117-65.9% | $74,478-32.6% |
| Participation rate | 94.5% | 75.5%+18.9pp | 82.2%+12.3pp | 67.2%+27.3pp |
| Annual return | 17.90% | 8757.83%-8739.9pp | 420.54%-402.6pp | 1370.56%-1352.7pp |
| Employer contribution / active EE | $3,663 | $3,813-3.9% | $4,932-25.7% | $2,626+39.5% |
| Participant deferral / active EE | $9,160 | $7,305+25.4% | $8,065+13.6% | $4,350+110.6% |
| Admin fee / account holder | $123 | $1,753-93.0% | $12,993-99.1% | $1,946-93.7% |