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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 | $37,393+256.6% | $77,027+73.1% | $66,923+99.3% |
| Participation rate | 96.5% | 52.9%+43.6pp | 67.9%+28.6pp | 69.8%+26.7pp |
| Annual return | -13.41% | -3.29%-10.1pp | 42.32%-55.7pp | 1.58%-15.0pp |
| Employer contribution / active EE | $16,715 | $1,531+991.8% | $2,813+494.3% | $2,545+556.9% |
| Participant deferral / active EE | $14,215 | $2,617+443.1% | $4,427+221.1% | $4,237+235.5% |
| Admin fee / account holder | $7 | $567-98.8% | $5,425-99.9% | $593-98.9% |