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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $38,476 |
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 | $51,960 | $67,512-23.0% | $185,854-72.0% | $93,010-44.1% |
| Participation rate | 94.5% | 67.1%+27.4pp | 81.7%+12.8pp | 73.9%+20.6pp |
| Annual return | 25.74% | 21.04%+4.7pp | 122.12%-96.4pp | 158.70%-133.0pp |
| Employer contribution / active EE | $2,609 | $1,783+46.3% | $5,169-49.5% | $2,705-3.6% |
| Participant deferral / active EE | $9,135 | $3,035+200.9% | $5,569+64.0% | $4,561+100.3% |
| Admin fee / account holder | $14 | $318-95.6% | $16,246-99.9% | $152-90.8% |