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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,894 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,743 | $76,112+234.7% | $96,544+163.9% | $71,529+256.1% |
| Participation rate | 98.1% | 74.4%+23.7pp | 76.0%+22.1pp | 67.9%+30.2pp |
| Annual return | 25.98% | 22.80%+3.2pp | 25.88%+0.1pp | 28.97%-3.0pp |
| Employer contribution / active EE | $5,091 | $2,248+126.5% | $2,966+71.6% | $2,590+96.6% |
| Participant deferral / active EE | $11,310 | $4,217+168.2% | $4,851+133.1% | $4,291+163.5% |
| Admin fee / account holder | -$19 | $2,708-100.7% | $8,254-100.2% | $1,588-101.2% |