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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $94,512 |
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 | $136,145 | $92,303+47.5% | $152,473-10.7% | $86,828+56.8% |
| Participation rate | 96.6% | 81.1%+15.6pp | 78.2%+18.5pp | 72.3%+24.3pp |
| Annual return | 12.93% | 531.69%-518.8pp | 757.59%-744.7pp | 97.95%-85.0pp |
| Employer contribution / active EE | $5,215 | $3,748+39.2% | $4,326+20.6% | $2,406+116.7% |
| Participant deferral / active EE | $8,280 | $5,599+47.9% | $5,817+42.3% | $4,132+100.4% |
| Admin fee / account holder | $80 | $150-46.6% | $15,811-99.5% | $170-52.8% |