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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $63,036 |
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 | $203,978 | $122,695+66.2% | $184,185+10.7% | $199,874+2.1% |
| Participation rate | 97.2% | 87.0%+10.3pp | 86.8%+10.4pp | 72.0%+25.2pp |
| Annual return | 21.44% | 143.93%-122.5pp | 28.81%-7.4pp | 34.28%-12.8pp |
| Employer contribution / active EE | $9,054 | $4,581+97.7% | $6,426+40.9% | $3,036+198.2% |
| Participant deferral / active EE | $27,550 | $7,983+245.1% | $9,132+201.7% | $5,090+441.3% |
| Admin fee / account holder | $22 | $120-81.7% | $13,909-99.8% | $269-91.8% |