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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,775 |
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 | $130,398 | $88,087+48.0% | $164,866-20.9% | $74,546+74.9% |
| Participation rate | 97.5% | 73.1%+24.4pp | 78.6%+18.9pp | 67.2%+30.3pp |
| Annual return | 14.61% | 17.27%-2.7pp | 69.97%-55.4pp | 1366.03%-1351.4pp |
| Employer contribution / active EE | $7,475 | $2,595+188.0% | $4,343+72.1% | $2,624+184.8% |
| Participant deferral / active EE | $9,975 | $4,499+121.7% | $6,033+65.3% | $4,347+129.5% |
| Admin fee / account holder | $12 | $2,232-99.5% | $12,689-99.9% | $1,944-99.4% |