| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $58,062 |
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 | $206,847 | $178,759+15.7% | $102,460+101.9% | $106,553+94.1% |
| Participation rate | 96.8% | 91.3%+5.6pp | 76.5%+20.3pp | 69.8%+27.0pp |
| Annual return | 13.95% | 17.23%-3.3pp | 29.47%-15.5pp | 17.37%-3.4pp |
| Employer contribution / active EE | $4,958 | $5,750-13.8% | $3,025+63.9% | $3,359+47.6% |
| Participant deferral / active EE | $8,375 | $9,466-11.5% | $5,056+65.6% | $5,562+50.6% |
| Admin fee / account holder | $8 | $62-87.0% | $9,460-99.9% | $80-89.9% |