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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $39,069 |
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 | $63,557 | $91,474-30.5% | $135,982-53.3% | $71,529-11.1% |
| Participation rate | 97.4% | 75.7%+21.7pp | 81.9%+15.5pp | 67.9%+29.5pp |
| Annual return | 31.83% | 29.89%+1.9pp | 68.32%-36.5pp | 28.97%+2.9pp |
| Employer contribution / active EE | $4,985 | $3,705+34.5% | $4,859+2.6% | $2,590+92.5% |
| Participant deferral / active EE | $19,769 | $7,095+178.6% | $7,760+154.8% | $4,291+360.7% |
| Admin fee / account holder | $116 | $1,267-90.8% | $10,767-98.9% | $1,588-92.7% |