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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $12,133 |
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 | $47,623 | $107,415-55.7% | $135,974-65.0% | $80,157-40.6% |
| Participation rate | 92.5% | 78.0%+14.5pp | 81.9%+10.6pp | 72.9%+19.6pp |
| Annual return | 44.00% | 91.99%-48.0pp | 68.30%-24.3pp | 40.39%+3.6pp |
| Employer contribution / active EE | $2,394 | $3,878-38.3% | $4,859-50.7% | $2,977-19.6% |
| Participant deferral / active EE | $13,611 | $8,189+66.2% | $7,760+75.4% | $5,015+171.4% |
| Admin fee / account holder | $20 | $127-83.9% | $10,767-99.8% | $145-85.9% |