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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $27,410 |
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 | $52,262 | $72,303-27.7% | $86,698-39.7% | $64,824-19.4% |
| Participation rate | 71.6% | 80.4%-8.8pp | 76.6%-5.0pp | 71.5%+0.2pp |
| Annual return | -1.89% | 392.77%-394.7pp | 35.96%-37.9pp | 32.84%-34.7pp |
| Employer contribution / active EE | $2,631 | $2,393+9.9% | $2,837-7.3% | $2,507+4.9% |
| Participant deferral / active EE | $4,997 | $4,660+7.2% | $4,656+7.3% | $4,311+15.9% |
| Admin fee / account holder | $79 | $174-54.6% | $7,492-98.9% | $188-57.9% |