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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 | $45,123+47.9% | $85,240-21.7% | $74,478-10.4% |
| Participation rate | 95.6% | 49.4%+46.2pp | 67.5%+28.0pp | 67.2%+28.3pp |
| Annual return | 24.17% | 26.32%-2.2pp | 66.75%-42.6pp | 1370.56%-1346.4pp |
| Employer contribution / active EE | $8,418 | $1,459+477.1% | $2,735+207.8% | $2,626+220.5% |
| Participant deferral / active EE | $17,150 | $2,736+526.8% | $4,527+278.8% | $4,350+294.2% |
| Admin fee / account holder | $202 | $2,215-90.9% | $6,165-96.7% | $1,946-89.6% |