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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 | $122,128-45.3% | $147,117-54.6% | $200,096-66.6% |
| Participation rate | 90.2% | 78.2%+12.0pp | 82.2%+8.0pp | 72.0%+18.2pp |
| Annual return | 34.05% | 30.58%+3.5pp | 420.54%-386.5pp | 34.26%-0.2pp |
| Employer contribution / active EE | $2,404 | $4,093-41.3% | $4,932-51.3% | $3,038-20.8% |
| Participant deferral / active EE | $16,361 | $8,484+92.8% | $8,065+102.9% | $5,090+221.4% |
| Admin fee / account holder | $17 | $180-90.5% | $12,993-99.9% | $269-93.7% |