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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,766 |
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 | $97,235 | $84,784+14.7% | $98,450-1.2% | $74,440+30.6% |
| Participation rate | 95.8% | 81.5%+14.3pp | 75.2%+20.7pp | 70.7%+25.1pp |
| Annual return | 30.44% | 20.59%+9.8pp | 21.16%+9.3pp | 34.37%-3.9pp |
| Employer contribution / active EE | $9,377 | $3,364+178.8% | $3,049+207.6% | $2,638+255.5% |
| Participant deferral / active EE | $18,012 | $5,218+245.2% | $4,739+280.1% | $4,529+297.7% |
| Admin fee / account holder | $8 | $204-96.0% | $8,961-99.9% | $348-97.7% |