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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,101 |
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 | $89,965 | $65,453+37.5% | $86,698+3.8% | $66,938+34.4% |
| Participation rate | 95.1% | 75.5%+19.6pp | 76.6%+18.5pp | 69.8%+25.3pp |
| Annual return | 13.94% | -10.89%+24.8pp | 35.95%-22.0pp | 1.58%+12.4pp |
| Employer contribution / active EE | $4,649 | $2,154+115.8% | $2,837+63.9% | $2,545+82.7% |
| Participant deferral / active EE | $10,717 | $4,102+161.3% | $4,656+130.2% | $4,238+152.9% |
| Admin fee / account holder | $30 | $642-95.4% | $7,493-99.6% | $594-95.0% |