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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $61,573 |
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 | $219,531 | $106,994+105.2% | $135,998+61.4% | $96,393+127.7% |
| Participation rate | 95.7% | 72.5%+23.2pp | 81.9%+13.8pp | 71.3%+24.5pp |
| Annual return | 26.73% | 26.64%+0.1pp | 68.37%-41.6pp | 22.88%+3.9pp |
| Employer contribution / active EE | $7,963 | $3,391+134.8% | $4,860+63.9% | $3,239+145.9% |
| Participant deferral / active EE | $22,115 | $7,968+177.6% | $7,761+185.0% | $5,455+305.4% |
| Admin fee / account holder | -$8 | $79-110.0% | $10,769-100.1% | $74-110.7% |