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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $36,687 |
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 | $45,607 | $47,163-3.3% | $149,696-69.5% | $74,460-38.7% |
| Participation rate | 81.3% | 63.4%+17.8pp | 78.8%+2.5pp | 70.7%+10.5pp |
| Annual return | 20.12% | 22.75%-2.6pp | 134.46%-114.3pp | 34.38%-14.3pp |
| Employer contribution / active EE | $1,339 | $1,907-29.8% | $4,821-72.2% | $2,638-49.2% |
| Participant deferral / active EE | $2,527 | $2,730-7.5% | $5,682-55.5% | $4,530-44.2% |
| Admin fee / account holder | $24 | $343-93.0% | $13,212-99.8% | $348-93.1% |