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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,469 |
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 | $142,061 | $107,218+32.5% | $115,768+22.7% | $79,634+78.4% |
| Participation rate | 95.6% | 76.8%+18.8pp | 74.4%+21.2pp | 62.5%+33.2pp |
| Annual return | 39.48% | 15.41%+24.1pp | 100.46%-61.0pp | 36.46%+3.0pp |
| Employer contribution / active EE | $9,144 | $3,627+152.1% | $2,940+211.0% | $2,529+261.5% |
| Participant deferral / active EE | $20,088 | $5,091+294.6% | $4,917+308.6% | $3,835+423.9% |
| Admin fee / account holder | $6 | $576-98.9% | $12,439-100.0% | $1,002-99.4% |