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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,519 |
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 | $244,500 | $45,123+441.8% | $85,240+186.8% | $74,478+228.3% |
| Participation rate | 100.0% | 49.4%+50.6pp | 67.5%+32.5pp | 67.2%+32.8pp |
| Annual return | 21.42% | 26.32%-4.9pp | 66.75%-45.3pp | 1370.56%-1349.1pp |
| Employer contribution / active EE | $22,022 | $1,459+1409.7% | $2,735+705.1% | $2,626+738.5% |
| Participant deferral / active EE | $19,044 | $2,736+596.0% | $4,527+320.7% | $4,350+337.8% |
| Admin fee / account holder | -$9 | $2,215-100.4% | $6,165-100.1% | $1,946-100.5% |