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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,205 |
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 | $76,458 | $76,112+0.5% | $96,534-20.8% | $71,511+6.9% |
| Participation rate | 81.0% | 74.4%+6.6pp | 76.0%+5.0pp | 67.9%+13.1pp |
| Annual return | 25.90% | 22.81%+3.1pp | 25.88%0pp | 28.86%-3.0pp |
| Employer contribution / active EE | $2,253 | $2,248+0.2% | $2,965-24.0% | $2,589-13.0% |
| Participant deferral / active EE | $7,577 | $4,217+79.7% | $4,851+56.2% | $4,291+76.6% |
| Admin fee / account holder | $37 | $2,708-98.6% | $8,253-99.5% | $1,588-97.7% |