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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 | $90,064-26.2% | $100,415-33.8% | $77,762-14.5% |
| Participation rate | 71.7% | 81.3%-9.6pp | 81.5%-9.8pp | 70.6%+1.1pp |
| Annual return | 17.65% | 20.61%-3.0pp | 49.47%-31.8pp | 31.27%-13.6pp |
| Employer contribution / active EE | $4,287 | $3,043+40.9% | $3,943+8.7% | $2,728+57.2% |
| Participant deferral / active EE | $5,219 | $8,282-37.0% | $8,091-35.5% | $4,651+12.2% |
| Admin fee / account holder | $84 | $172-50.9% | $7,906-98.9% | $433-80.5% |