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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 | $101,539-50.6% | $147,041-65.9% | $74,400-32.5% |
| Participation rate | 94.5% | 75.5%+19.0pp | 82.2%+12.3pp | 67.2%+27.3pp |
| Annual return | 17.90% | 8740.84%-8722.9pp | 419.21%-401.3pp | 1367.51%-1349.6pp |
| Employer contribution / active EE | $3,663 | $3,811-3.9% | $4,935-25.8% | $2,624+39.6% |
| Participant deferral / active EE | $9,160 | $7,304+25.4% | $8,071+13.5% | $4,348+110.7% |
| Admin fee / account holder | $123 | $1,749-93.0% | $13,006-99.1% | $1,944-93.7% |