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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 | $122,585+66.4% | $184,256+10.7% | $200,096+1.9% |
| Participation rate | 97.2% | 86.9%+10.3pp | 86.8%+10.4pp | 72.0%+25.2pp |
| Annual return | 21.44% | 144.12%-122.7pp | 28.85%-7.4pp | 34.26%-12.8pp |
| Employer contribution / active EE | $9,054 | $4,571+98.1% | $6,427+40.9% | $3,038+198.1% |
| Participant deferral / active EE | $27,550 | $7,972+245.6% | $9,133+201.6% | $5,090+441.3% |
| Admin fee / account holder | $22 | $120-81.7% | $13,899-99.8% | $269-91.8% |