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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,351 |
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 | $88,590 | $104,336-15.1% | $159,455-44.4% | $86,813+2.0% |
| Participation rate | 96.4% | 77.7%+18.7pp | 82.8%+13.6pp | 72.3%+24.1pp |
| Annual return | 17.58% | 26.32%-8.7pp | 263.63%-246.0pp | 97.93%-80.3pp |
| Employer contribution / active EE | $6,021 | $3,451+74.5% | $4,830+24.6% | $2,406+150.2% |
| Participant deferral / active EE | $11,781 | $6,837+72.3% | $7,353+60.2% | $4,131+185.2% |
| Admin fee / account holder | $15 | $172-91.4% | $10,800-99.9% | $170-91.3% |