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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $50,582 |
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 | $63,817 | $95,417-33.1% | $135,974-53.1% | $74,460-14.3% |
| Participation rate | 80.5% | 78.2%+2.3pp | 81.9%-1.4pp | 70.7%+9.8pp |
| Annual return | 35.34% | 32.76%+2.6pp | 68.30%-33.0pp | 34.38%+1.0pp |
| Employer contribution / active EE | $5,642 | $3,878+45.5% | $4,859+16.1% | $2,638+113.9% |
| Participant deferral / active EE | $11,396 | $7,789+46.3% | $7,760+46.9% | $4,530+151.6% |
| Admin fee / account holder | $110 | $266-58.8% | $10,767-99.0% | $348-68.5% |