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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $20,093 |
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 | $86,754 | $120,450-28.0% | $159,495-45.6% | $93,010-6.7% |
| Participation rate | 95.0% | 78.0%+17.1pp | 82.8%+12.2pp | 73.9%+21.1pp |
| Annual return | 31.21% | 27.11%+4.1pp | 263.72%-232.5pp | 158.70%-127.5pp |
| Employer contribution / active EE | $8,639 | $3,526+145.0% | $4,831+78.8% | $2,705+219.3% |
| Participant deferral / active EE | $13,202 | $7,283+81.3% | $7,354+79.5% | $4,561+189.4% |
| Admin fee / account holder | $15 | $137-89.3% | $10,804-99.9% | $152-90.3% |