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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $73,365 |
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 | $117,603 | $139,767-15.9% | $153,741-23.5% | $200,096-41.2% |
| Participation rate | 88.7% | 85.1%+3.6pp | 77.1%+11.6pp | 72.0%+16.6pp |
| Annual return | 17.68% | 20.59%-2.9pp | 15.71%+2.0pp | 34.26%-16.6pp |
| Employer contribution / active EE | $6,968 | $6,517+6.9% | $5,042+38.2% | $3,038+129.4% |
| Participant deferral / active EE | $9,834 | $8,055+22.1% | $6,757+45.5% | $5,090+93.2% |
| Admin fee / account holder | $68 | $98-30.5% | $12,749-99.5% | $269-74.7% |