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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $45,036 |
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 | $223,126 | $107,662+107.2% | $159,495+39.9% | $106,520+109.5% |
| Participation rate | 94.4% | 69.4%+25.1pp | 82.8%+11.6pp | 71.3%+23.1pp |
| Annual return | 21.66% | 22.17%-0.5pp | 263.72%-242.1pp | 19.28%+2.4pp |
| Employer contribution / active EE | $6,357 | $2,741+131.9% | $4,831+31.6% | $2,840+123.8% |
| Participant deferral / active EE | $19,201 | $6,799+182.4% | $7,354+161.1% | $4,948+288.1% |
| Admin fee / account holder | -$5 | $69-107.8% | $10,804-100.0% | $75-107.2% |