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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 | $45,043+442.8% | $85,063+187.4% | $74,400+228.6% |
| Participation rate | 100.0% | 49.4%+50.6pp | 67.5%+32.5pp | 67.2%+32.8pp |
| Annual return | 21.42% | 26.26%-4.8pp | 66.54%-45.1pp | 1367.51%-1346.1pp |
| Employer contribution / active EE | $22,022 | $1,458+1410.8% | $2,727+707.5% | $2,624+739.1% |
| Participant deferral / active EE | $19,044 | $2,733+596.8% | $4,523+321.1% | $4,348+338.0% |
| Admin fee / account holder | -$9 | $2,210-100.4% | $6,155-100.1% | $1,944-100.5% |