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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 | $45,126+441.8% | $85,187+187.0% | $74,459+228.4% |
| Participation rate | 100.0% | 49.4%+50.6pp | 67.5%+32.5pp | 67.2%+32.8pp |
| Annual return | 21.42% | 26.30%-4.9pp | 66.67%-45.2pp | 1369.70%-1348.3pp |
| Employer contribution / active EE | $22,022 | $1,460+1408.3% | $2,732+705.9% | $2,626+738.6% |
| Participant deferral / active EE | $19,044 | $2,738+595.4% | $4,525+320.9% | $4,350+337.8% |
| Admin fee / account holder | -$9 | $2,212-100.4% | $6,162-100.1% | $1,945-100.5% |