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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $148,812 |
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 | $80,625 | $94,339-14.5% | $75,501+6.8% | $177,276-54.5% |
| Participation rate | 95.0% | 80.3%+14.7pp | 72.4%+22.6pp | 74.8%+20.2pp |
| Annual return | 18.61% | 18.58%0pp | 27.35%-8.7pp | 21.25%-2.6pp |
| Employer contribution / active EE | $1,746 | $2,982-41.5% | $2,352-25.8% | $2,479-29.6% |
| Participant deferral / active EE | $4,412 | $3,974+11.0% | $3,142+40.4% | $3,881+13.7% |
| Admin fee / account holder | $17 | $53-68.6% | $5,801-99.7% | $154-89.2% |