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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,115 |
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 | $133,358 | $37,463+256.0% | $77,100+73.0% | $66,949+99.2% |
| Participation rate | 96.5% | 52.9%+43.5pp | 67.9%+28.6pp | 69.8%+26.7pp |
| Annual return | -13.41% | -3.25%-10.2pp | 42.35%-55.8pp | 1.57%-15.0pp |
| Employer contribution / active EE | $16,715 | $1,535+988.9% | $2,815+493.8% | $2,545+556.7% |
| Participant deferral / active EE | $14,215 | $2,621+442.3% | $4,430+220.9% | $4,239+235.3% |
| Admin fee / account holder | $7 | $568-98.8% | $5,443-99.9% | $594-98.9% |