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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,132 |
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 | $112,668 | $122,259-7.8% | $147,041-23.4% | $199,874-43.6% |
| Participation rate | 85.8% | 78.3%+7.5pp | 82.2%+3.6pp | 72.0%+13.8pp |
| Annual return | 24.61% | 30.58%-6.0pp | 419.21%-394.6pp | 34.28%-9.7pp |
| Employer contribution / active EE | $1,753 | $4,097-57.2% | $4,935-64.5% | $3,036-42.3% |
| Participant deferral / active EE | $14,716 | $8,504+73.0% | $8,071+82.3% | $5,090+189.1% |
| Admin fee / account holder | $6 | $179-96.8% | $13,006-100.0% | $269-97.9% |