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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $34,979 |
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 | $131,031 | $106,247+23.3% | $147,096-10.9% | $77,714+68.6% |
| Participation rate | 90.0% | 78.4%+11.6pp | 82.2%+7.8pp | 70.6%+19.4pp |
| Annual return | 46.11% | 56.87%-10.8pp | 419.75%-373.6pp | 31.26%+14.9pp |
| Employer contribution / active EE | $2,130 | $4,069-47.7% | $4,936-56.9% | $2,727-21.9% |
| Participant deferral / active EE | $10,559 | $7,996+32.1% | $8,071+30.8% | $4,649+127.1% |
| Admin fee / account holder | $59 | $338-82.6% | $13,005-99.5% | $433-86.4% |