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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 | $88,203+47.8% | $165,100-21.0% | $74,478+75.1% |
| Participation rate | 97.5% | 73.1%+24.4pp | 78.6%+18.9pp | 67.2%+30.3pp |
| Annual return | 14.61% | 17.13%-2.5pp | 70.21%-55.6pp | 1370.56%-1355.9pp |
| Employer contribution / active EE | $7,475 | $2,601+187.4% | $4,348+71.9% | $2,626+184.6% |
| Participant deferral / active EE | $9,975 | $4,505+121.4% | $6,035+65.3% | $4,350+129.3% |
| Admin fee / account holder | $12 | $2,235-99.5% | $12,696-99.9% | $1,946-99.4% |