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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $139,472 |
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 | $44,747 | $63,321-29.3% | $68,808-35.0% | $77,906-42.6% |
| Participation rate | 93.3% | 71.1%+22.1pp | 69.0%+24.2pp | 73.7%+19.6pp |
| Annual return | -16.24% | -6.50%-9.7pp | -6.37%-9.9pp | 12.16%-28.4pp |
| Employer contribution / active EE | $1,877 | $2,794-32.8% | $2,656-29.3% | $2,846-34.0% |
| Participant deferral / active EE | $5,715 | $4,029+41.8% | $3,942+45.0% | $4,805+18.9% |
| Admin fee / account holder | $51 | $104-50.9% | $4,936-99.0% | $133-61.4% |