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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $90,100 |
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 | $86,255 | $81,948+5.3% | $90,760-5.0% | $64,819+33.1% |
| Participation rate | 99.0% | 80.5%+18.5pp | 75.7%+23.3pp | 71.5%+27.5pp |
| Annual return | -13.31% | -12.53%-0.8pp | -12.16%-1.2pp | 32.84%-46.2pp |
| Employer contribution / active EE | $8,026 | $3,067+161.6% | $2,922+174.7% | $2,507+220.1% |
| Participant deferral / active EE | $12,850 | $4,844+165.3% | $4,565+181.5% | $4,311+198.1% |
| Admin fee / account holder | $101 | $157-35.6% | $8,444-98.8% | $188-46.2% |