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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $48,875 |
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 | $76,987 | $66,813+15.2% | $100,528-23.4% | $73,493+4.8% |
| Participation rate | 94.1% | 77.5%+16.6pp | 79.4%+14.7pp | 70.7%+23.4pp |
| Annual return | 14.62% | 25.70%-11.1pp | 30.90%-16.3pp | 28.51%-13.9pp |
| Employer contribution / active EE | $2,062 | $2,147-3.9% | $3,419-39.7% | $2,270-9.2% |
| Participant deferral / active EE | $7,368 | $5,883+25.2% | $6,271+17.5% | $3,740+97.0% |
| Admin fee / account holder | $107 | $512-79.0% | $8,084-98.7% | $513-79.1% |