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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $100,159 |
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 | $203,751 | $114,195+78.4% | $106,554+91.2% | $93,010+119.1% |
| Participation rate | 99.8% | 86.4%+13.5pp | 76.1%+23.7pp | 73.9%+25.9pp |
| Annual return | 14.52% | 22.18%-7.7pp | 26.80%-12.3pp | 158.70%-144.2pp |
| Employer contribution / active EE | $9,008 | $4,009+124.7% | $2,819+219.5% | $2,705+233.0% |
| Participant deferral / active EE | $13,396 | $5,908+126.7% | $4,398+204.6% | $4,561+193.7% |
| Admin fee / account holder | $23 | $105-78.5% | $7,408-99.7% | $152-85.1% |