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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$36,398 |
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 | $153,875 | $185,342-17.0% | $111,306+38.2% | $86,821+77.2% |
| Participation rate | 91.3% | 81.0%+10.3pp | 77.3%+14.0pp | 72.3%+19.0pp |
| Annual return | 21.36% | 500.80%-479.4pp | 54.67%-33.3pp | 97.94%-76.6pp |
| Employer contribution / active EE | $7,900 | $2,246+251.7% | $2,732+189.2% | $2,406+228.4% |
| Participant deferral / active EE | $18,227 | $4,458+308.8% | $4,488+306.2% | $4,132+341.1% |
| Admin fee / account holder | -$64 | $255-125.2% | $7,966-100.8% | $170-137.9% |