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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $135,715 |
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 | $104,050 | $103,918+0.1% | $94,677+9.9% | $80,187+29.8% |
| Participation rate | 93.5% | 85.8%+7.7pp | 80.8%+12.6pp | 72.9%+20.5pp |
| Annual return | 31.44% | 27.77%+3.7pp | 156.95%-125.5pp | 40.40%-9.0pp |
| Employer contribution / active EE | $6,307 | $3,539+78.2% | $3,673+71.7% | $2,980+111.7% |
| Participant deferral / active EE | $17,590 | $9,528+84.6% | $7,418+137.1% | $5,016+250.7% |
| Admin fee / account holder | $26 | $96-72.7% | $7,222-99.6% | $145-81.9% |