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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,785 |
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 | $82,181 | $104,336-21.2% | $159,495-48.5% | $86,828-5.4% |
| Participation rate | 86.6% | 77.7%+8.9pp | 82.8%+3.8pp | 72.3%+14.3pp |
| Annual return | 20.10% | 26.32%-6.2pp | 263.72%-243.6pp | 97.95%-77.8pp |
| Employer contribution / active EE | $4,062 | $3,451+17.7% | $4,831-15.9% | $2,406+68.8% |
| Participant deferral / active EE | $7,415 | $6,837+8.5% | $7,354+0.8% | $4,132+79.5% |
| Admin fee / account holder | $11 | $172-93.4% | $10,804-99.9% | $170-93.3% |