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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $44,240 |
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 | $36,653 | $82,163-55.4% | $125,363-70.8% | $64,814-43.5% |
| Participation rate | 88.1% | 77.9%+10.2pp | 82.4%+5.7pp | 71.5%+16.6pp |
| Annual return | -6.83% | 3.49%-10.3pp | 572.15%-579.0pp | 32.84%-39.7pp |
| Employer contribution / active EE | $4,615 | $3,616+27.6% | $4,815-4.2% | $2,507+84.1% |
| Participant deferral / active EE | $13,333 | $7,175+85.8% | $7,447+79.0% | $4,310+209.3% |
| Admin fee / account holder | $87 | $163-46.4% | $10,005-99.1% | $188-53.4% |