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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$15,631 |
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 | $139,884 | $58,320+139.9% | $86,438+61.8% | $66,938+109.0% |
| Participation rate | 92.3% | 78.6%+13.7pp | 80.3%+11.9pp | 69.8%+22.4pp |
| Annual return | -15.61% | -9.71%-5.9pp | 4397.19%-4412.8pp | 1.58%-17.2pp |
| Employer contribution / active EE | $4,428 | $2,615+69.3% | $3,769+17.5% | $2,545+74.0% |
| Participant deferral / active EE | $18,036 | $6,899+161.4% | $6,952+159.4% | $4,238+325.5% |
| Admin fee / account holder | -$66 | $546-112.1% | $6,733-101.0% | $594-111.2% |