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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,196 |
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 | $181,094 | $58,292+210.7% | $86,640+109.0% | $71,511+153.2% |
| Participation rate | 99.1% | 65.0%+34.1pp | 71.7%+27.4pp | 67.9%+31.2pp |
| Annual return | 20.38% | 21.63%-1.2pp | 592.52%-572.1pp | 28.86%-8.5pp |
| Employer contribution / active EE | $12,919 | $2,574+401.9% | $3,024+327.2% | $2,589+399.0% |
| Participant deferral / active EE | $15,796 | $3,438+359.5% | $4,438+255.9% | $4,291+268.2% |
| Admin fee / account holder | $77 | $1,057-92.7% | $5,616-98.6% | $1,588-95.1% |