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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,808 |
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 | $75,879 | $42,332+79.2% | $80,648-5.9% | - |
| Participation rate | 75.8% | 51.1%+24.7pp | 67.0%+8.7pp | - |
| Annual return | 26.64% | 49.99%-23.4pp | 937.21%-910.6pp | - |
| Employer contribution / active EE | $870 | $1,076-19.1% | $2,724-68.0% | - |
| Participant deferral / active EE | $12,254 | $3,616+238.9% | $4,443+175.8% | - |
| Admin fee / account holder | $134 | $1,582-91.6% | $5,382-97.5% | - |