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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $69,796 |
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 | $83,878 | $95,388-12.1% | $125,401-33.1% | $77,906+7.7% |
| Participation rate | 96.8% | 78.6%+18.2pp | 82.4%+14.4pp | 73.7%+23.1pp |
| Annual return | -12.56% | 116.19%-128.8pp | 572.53%-585.1pp | 12.16%-24.7pp |
| Employer contribution / active EE | $11,849 | $3,666+223.2% | $4,816+146.0% | $2,846+316.3% |
| Participant deferral / active EE | $17,439 | $7,711+126.2% | $7,448+134.1% | $4,805+262.9% |
| Admin fee / account holder | $37 | $119-69.1% | $10,008-99.6% | $133-72.3% |