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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $51,191 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $268,665 | $129,159+108.0% | $184,243+45.8% | $77,714+245.7% |
| Participation rate | 99.6% | 87.4%+12.2pp | 86.8%+12.7pp | 70.6%+29.0pp |
| Annual return | 16.62% | 33.22%-16.6pp | 28.82%-12.2pp | 31.26%-14.6pp |
| Employer contribution / active EE | $22,890 | $4,410+419.0% | $6,427+256.2% | $2,727+739.4% |
| Participant deferral / active EE | $14,649 | $7,305+100.5% | $9,132+60.4% | $4,649+215.1% |
| Admin fee / account holder | $81 | $256-68.3% | $13,914-99.4% | $433-81.3% |