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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,595 |
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 | $203,038 | $104,336+94.6% | $159,495+27.3% | $86,828+133.8% |
| Participation rate | 99.1% | 77.7%+21.4pp | 82.8%+16.3pp | 72.3%+26.8pp |
| Annual return | 17.69% | 26.32%-8.6pp | 263.72%-246.0pp | 97.95%-80.3pp |
| Employer contribution / active EE | $8,049 | $3,451+133.2% | $4,831+66.6% | $2,406+234.5% |
| Participant deferral / active EE | $14,983 | $6,837+119.1% | $7,354+103.7% | $4,132+262.6% |
| Admin fee / account holder | $3 | $172-98.2% | $10,804-100.0% | $170-98.2% |