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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $12,893 |
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 | $13,883 | $28,601-51.5% | $71,778-80.7% | $66,949-79.3% |
| Participation rate | 74.3% | 56.7%+17.7pp | 62.3%+12.0pp | 69.8%+4.5pp |
| Annual return | 7.87% | -10.90%+18.8pp | 9.15%-1.3pp | 1.57%+6.3pp |
| Employer contribution / active EE | $372 | $1,104-66.3% | $1,704-78.2% | $2,545-85.4% |
| Participant deferral / active EE | $1,900 | $1,912-0.6% | $2,656-28.5% | $4,239-55.2% |
| Admin fee / account holder | $71 | $506-86.0% | $3,974-98.2% | $594-88.0% |