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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $190,302 |
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 | $195,475 | $118,337+65.2% | $189,534+3.1% | $93,010+110.2% |
| Participation rate | 94.6% | 89.1%+5.6pp | 87.8%+6.8pp | 73.9%+20.7pp |
| Annual return | 18.26% | 21.77%-3.5pp | 555.39%-537.1pp | 158.70%-140.4pp |
| Employer contribution / active EE | $3,699 | $4,204-12.0% | $6,162-40.0% | $2,705+36.7% |
| Participant deferral / active EE | $22,514 | $7,123+216.1% | $8,220+173.9% | $4,561+393.6% |
| Admin fee / account holder | $97 | $100-2.8% | $12,049-99.2% | $152-36.2% |