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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $177,890 |
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 | $47,559 | $70,115-32.2% | $70,548-32.6% | $80,149-40.7% |
| Participation rate | 96.0% | 71.7%+24.3pp | 68.3%+27.6pp | 72.9%+23.0pp |
| Annual return | 27.01% | 134.51%-107.5pp | 32.78%-5.8pp | 40.39%-13.4pp |
| Employer contribution / active EE | $2,387 | $3,021-21.0% | $2,975-19.8% | $2,977-19.8% |
| Participant deferral / active EE | $7,900 | $4,495+75.7% | $4,567+73.0% | $5,015+57.5% |
| Admin fee / account holder | $49 | $112-56.2% | $6,424-99.2% | $145-66.1% |