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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $27,015 |
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 | $44,961 | $56,095-19.8% | $178,510-74.8% | $90,274-50.2% |
| Participation rate | 94.5% | 65.6%+29.0pp | 81.9%+12.6pp | 73.4%+21.2pp |
| Annual return | 28.06% | 28.81%-0.7pp | 151.13%-123.1pp | 53.97%-25.9pp |
| Employer contribution / active EE | $2,355 | $1,572+49.8% | $5,011-53.0% | $2,523-6.7% |
| Participant deferral / active EE | $8,559 | $2,669+220.7% | $5,202+64.5% | $4,231+102.3% |
| Admin fee / account holder | $12 | $101-87.8% | $13,988-99.9% | $114-89.2% |