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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $96,251 |
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 | $108,307 | $84,784+27.7% | $98,461+10.0% | $74,460+45.5% |
| Participation rate | 98.8% | 81.5%+17.3pp | 75.2%+23.7pp | 70.7%+28.1pp |
| Annual return | 25.12% | 20.59%+4.5pp | 21.17%+4.0pp | 34.38%-9.3pp |
| Employer contribution / active EE | $9,316 | $3,364+176.9% | $3,049+205.6% | $2,638+253.1% |
| Participant deferral / active EE | $14,430 | $5,218+176.5% | $4,738+204.5% | $4,530+218.6% |
| Admin fee / account holder | $97 | $204-52.4% | $8,961-98.9% | $348-72.0% |