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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $38,377 |
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 | $168,340 | $112,711+49.4% | $170,055-1.0% | $80,187+109.9% |
| Participation rate | 96.5% | 87.4%+9.1pp | 87.0%+9.4pp | 72.9%+23.5pp |
| Annual return | 26.01% | 67.06%-41.0pp | 53.43%-27.4pp | 40.40%-14.4pp |
| Employer contribution / active EE | $4,369 | $4,488-2.6% | $6,790-35.7% | $2,980+46.6% |
| Participant deferral / active EE | $23,484 | $7,861+198.7% | $10,410+125.6% | $5,016+368.2% |
| Admin fee / account holder | $14 | $99-85.8% | $12,828-99.9% | $145-90.2% |