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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,938 |
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 | $72,396 | $81,948-11.7% | $90,760-20.2% | $64,819+11.7% |
| Participation rate | 91.7% | 80.5%+11.2pp | 75.7%+16.0pp | 71.5%+20.2pp |
| Annual return | -14.01% | -12.53%-1.5pp | -12.16%-1.9pp | 32.84%-46.8pp |
| Employer contribution / active EE | $8,347 | $3,067+172.1% | $2,922+185.7% | $2,507+233.0% |
| Participant deferral / active EE | $17,583 | $4,844+263.0% | $4,565+285.2% | $4,311+307.9% |
| Admin fee / account holder | $7 | $157-95.5% | $8,444-99.9% | $188-96.2% |