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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $17,231 |
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 | $66,801 | $122,259-45.4% | $147,005-54.6% | $199,768-66.6% |
| Participation rate | 90.2% | 78.3%+11.9pp | 82.2%+8.0pp | 72.0%+18.2pp |
| Annual return | 34.05% | 30.58%+3.5pp | 418.76%-384.7pp | 34.26%-0.2pp |
| Employer contribution / active EE | $2,404 | $4,097-41.3% | $4,934-51.3% | $3,037-20.8% |
| Participant deferral / active EE | $16,361 | $8,504+92.4% | $8,070+102.7% | $5,090+221.5% |
| Admin fee / account holder | $17 | $179-90.5% | $13,006-99.9% | $269-93.7% |