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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $37,766 |
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 | $93,964 | $104,482-10.1% | $159,455-41.1% | $79,393+18.4% |
| Participation rate | 98.0% | 76.6%+21.4pp | 82.8%+15.2pp | 70.7%+27.3pp |
| Annual return | 14.71% | 67.96%-53.2pp | 263.63%-248.9pp | 116.87%-102.2pp |
| Employer contribution / active EE | $4,456 | $3,416+30.4% | $4,830-7.7% | $2,428+83.5% |
| Participant deferral / active EE | $10,158 | $6,467+57.1% | $7,353+38.1% | $4,046+151.1% |
| Admin fee / account holder | $236 | $711-66.8% | $10,800-97.8% | $627-62.3% |