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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 | $44,984+48.4% | $85,009-21.5% | $74,546-10.5% |
| Participation rate | 95.6% | 49.4%+46.2pp | 67.5%+28.1pp | 67.2%+28.4pp |
| Annual return | 24.17% | 26.25%-2.1pp | 66.47%-42.3pp | 1366.03%-1341.9pp |
| Employer contribution / active EE | $8,418 | $1,458+477.3% | $2,728+208.5% | $2,624+220.8% |
| Participant deferral / active EE | $17,150 | $2,733+527.4% | $4,522+279.3% | $4,347+294.5% |
| Admin fee / account holder | $202 | $2,208-90.9% | $6,153-96.7% | $1,944-89.6% |