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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $45,745 |
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 | $66,750 | $45,119+47.9% | $85,126-21.6% | $74,429-10.3% |
| Participation rate | 95.6% | 49.4%+46.2pp | 67.5%+28.0pp | 67.2%+28.4pp |
| Annual return | 24.17% | 26.28%-2.1pp | 66.63%-42.5pp | 1368.38%-1344.2pp |
| Employer contribution / active EE | $8,418 | $1,460+476.4% | $2,731+208.2% | $2,625+220.7% |
| Participant deferral / active EE | $17,150 | $2,738+526.4% | $4,523+279.1% | $4,348+294.4% |
| Admin fee / account holder | $202 | $2,214-90.9% | $6,160-96.7% | $1,944-89.6% |