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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $33,196 |
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 | $29,045 | $82,163-64.6% | $125,363-76.8% | $64,814-55.2% |
| Participation rate | 93.1% | 77.9%+15.2pp | 82.4%+10.7pp | 71.5%+21.6pp |
| Annual return | -0.54% | 3.49%-4.0pp | 572.15%-572.7pp | 32.84%-33.4pp |
| Employer contribution / active EE | $3,888 | $3,616+7.5% | $4,815-19.2% | $2,507+55.1% |
| Participant deferral / active EE | $7,784 | $7,175+8.5% | $7,447+4.5% | $4,310+80.6% |
| Admin fee / account holder | $90 | $163-44.6% | $10,005-99.1% | $188-51.8% |