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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $69,124 |
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 | $53,406 | $92,076-42.0% | $105,607-49.4% | $77,736-31.3% |
| Participation rate | 96.7% | 81.0%+15.7pp | 75.3%+21.5pp | 70.6%+26.1pp |
| Annual return | 25.96% | 17.84%+8.1pp | 116.11%-90.1pp | 31.26%-5.3pp |
| Employer contribution / active EE | $3,078 | $3,370-8.7% | $3,167-2.8% | $2,728+12.9% |
| Participant deferral / active EE | $10,089 | $5,390+87.2% | $5,011+101.3% | $4,651+116.9% |
| Admin fee / account holder | $89 | $219-59.1% | $10,958-99.2% | $433-79.4% |