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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $189,508 |
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 | $69,358 | $67,505+2.7% | $63,244+9.7% | $67,505+2.7% |
| Participation rate | 93.8% | 71.2%+22.6pp | 71.0%+22.7pp | 71.2%+22.6pp |
| Annual return | 2.69% | 6.52%-3.8pp | -70.31%+73.0pp | 6.52%-3.8pp |
| Employer contribution / active EE | $1,628 | $2,173-25.1% | $2,322-29.9% | $2,173-25.1% |
| Participant deferral / active EE | $4,051 | $3,597+12.6% | $2,953+37.2% | $3,597+12.6% |
| Admin fee / account holder | $23 | $56-59.2% | $5,893-99.6% | $56-59.2% |