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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$18,518 |
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 | $79,118 | $107,415-26.3% | $135,998-41.8% | $80,187-1.3% |
| Participation rate | 92.0% | 78.0%+13.9pp | 81.9%+10.1pp | 72.9%+19.0pp |
| Annual return | 34.66% | 91.99%-57.3pp | 68.37%-33.7pp | 40.40%-5.7pp |
| Employer contribution / active EE | $1,750 | $3,878-54.9% | $4,860-64.0% | $2,980-41.3% |
| Participant deferral / active EE | $17,929 | $8,189+118.9% | $7,761+131.0% | $5,016+257.4% |
| Admin fee / account holder | -$8 | $127-105.9% | $10,769-100.1% | $145-105.2% |