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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,538 |
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 | $121,694 | $92,076+32.2% | $105,608+15.2% | $77,714+56.6% |
| Participation rate | 94.6% | 81.0%+13.6pp | 75.3%+19.3pp | 70.6%+24.0pp |
| Annual return | 19.13% | 17.84%+1.3pp | 116.50%-97.4pp | 31.26%-12.1pp |
| Employer contribution / active EE | $8,794 | $3,370+160.9% | $3,167+177.7% | $2,727+222.5% |
| Participant deferral / active EE | $20,086 | $5,390+272.7% | $5,010+300.9% | $4,649+332.0% |
| Admin fee / account holder | $5 | $219-97.5% | $11,028-100.0% | $433-98.7% |