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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $19,265 |
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 | $20,021 | $27,826-28.0% | $65,583-69.5% | $71,529-72.0% |
| Participation rate | 81.8% | 57.6%+24.2pp | 65.0%+16.8pp | 67.9%+13.9pp |
| Annual return | 33.56% | 41.56%-8.0pp | 47.46%-13.9pp | 28.97%+4.6pp |
| Employer contribution / active EE | $524 | $1,405-62.7% | $1,692-69.1% | $2,590-79.8% |
| Participant deferral / active EE | $3,065 | $1,861+64.7% | $2,833+8.2% | $4,291-28.6% |
| Admin fee / account holder | $101 | $3,850-97.4% | $4,112-97.5% | $1,588-93.7% |