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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,775 |
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 | $102,831 | $106,164-3.1% | $147,041-30.1% | $77,692+32.4% |
| Participation rate | 96.8% | 78.4%+18.4pp | 82.2%+14.6pp | 70.6%+26.2pp |
| Annual return | 21.91% | 56.81%-34.9pp | 419.21%-397.3pp | 31.25%-9.3pp |
| Employer contribution / active EE | $3,316 | $4,066-18.5% | $4,935-32.8% | $2,726+21.6% |
| Participant deferral / active EE | $21,549 | $7,993+169.6% | $8,071+167.0% | $4,648+363.6% |
| Admin fee / account holder | $10 | $338-97.0% | $13,006-99.9% | $431-97.7% |