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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $17,983 |
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 | $66,463 | $89,808-26.0% | $100,383-33.8% | $77,671-14.4% |
| Participation rate | 71.7% | 81.2%-9.5pp | 81.5%-9.8pp | 70.6%+1.1pp |
| Annual return | 17.65% | 20.62%-3.0pp | 49.26%-31.6pp | 31.21%-13.6pp |
| Employer contribution / active EE | $4,287 | $3,039+41.1% | $3,944+8.7% | $2,726+57.3% |
| Participant deferral / active EE | $5,219 | $8,284-37.0% | $8,086-35.5% | $4,648+12.3% |
| Admin fee / account holder | $84 | $174-51.6% | $7,900-98.9% | $430-80.4% |