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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,037 |
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 | $58,782 | $37,463+56.9% | $77,100-23.8% | $66,949-12.2% |
| Participation rate | 71.8% | 52.9%+18.9pp | 67.9%+3.9pp | 69.8%+2.0pp |
| Annual return | -18.67% | -3.25%-15.4pp | 42.35%-61.0pp | 1.57%-20.2pp |
| Employer contribution / active EE | $934 | $1,535-39.2% | $2,815-66.8% | $2,545-63.3% |
| Participant deferral / active EE | $12,327 | $2,621+370.3% | $4,430+178.3% | $4,239+190.8% |
| Admin fee / account holder | $116 | $568-79.7% | $5,443-97.9% | $594-80.5% |