| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $240,888 |
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 | $193,182 | $124,049+55.7% | $95,968+101.3% | $93,223+107.2% |
| Participation rate | 92.9% | 88.4%+4.5pp | 77.1%+15.8pp | 74.9%+18.0pp |
| Annual return | 12.32% | 22.17%-9.9pp | 91.65%-79.3pp | 19.29%-7.0pp |
| Employer contribution / active EE | $3,610 | $3,478+3.8% | $2,542+42.1% | $2,680+34.7% |
| Participant deferral / active EE | $6,355 | $6,147+3.4% | $4,167+52.5% | $4,563+39.3% |
| Admin fee / account holder | $15 | $73-79.2% | $6,798-99.8% | $79-80.9% |