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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,638 |
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 | $93,942 | $106,164-11.5% | $147,041-36.1% | $77,692+20.9% |
| Participation rate | 91.9% | 78.4%+13.5pp | 82.2%+9.8pp | 70.6%+21.3pp |
| Annual return | 20.50% | 56.81%-36.3pp | 419.21%-398.7pp | 31.25%-10.8pp |
| Employer contribution / active EE | $3,192 | $4,066-21.5% | $4,935-35.3% | $2,726+17.1% |
| Participant deferral / active EE | $17,568 | $7,993+119.8% | $8,071+117.7% | $4,648+277.9% |
| Admin fee / account holder | $4 | $338-98.8% | $13,006-100.0% | $431-99.0% |