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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,703 |
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 | $141,579 | $104,336+35.7% | $159,474-11.2% | $86,821+63.1% |
| Participation rate | 96.3% | 77.7%+18.6pp | 82.8%+13.5pp | 72.3%+24.0pp |
| Annual return | 15.81% | 26.32%-10.5pp | 263.68%-247.9pp | 97.94%-82.1pp |
| Employer contribution / active EE | $4,566 | $3,451+32.3% | $4,831-5.5% | $2,406+89.8% |
| Participant deferral / active EE | $8,879 | $6,837+29.9% | $7,353+20.8% | $4,132+114.9% |
| Admin fee / account holder | $10 | $172-94.4% | $10,802-99.9% | $170-94.3% |