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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,186 |
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 | $132,995 | $122,128+8.9% | $147,117-9.6% | $200,096-33.5% |
| Participation rate | 97.3% | 78.2%+19.1pp | 82.2%+15.1pp | 72.0%+25.2pp |
| Annual return | 23.06% | 30.58%-7.5pp | 420.54%-397.5pp | 34.26%-11.2pp |
| Employer contribution / active EE | $12,333 | $4,093+201.4% | $4,932+150.0% | $3,038+306.0% |
| Participant deferral / active EE | $18,331 | $8,484+116.1% | $8,065+127.3% | $5,090+260.1% |
| Admin fee / account holder | $3 | $180-98.3% | $12,993-100.0% | $269-98.8% |