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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $419 |
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 | $43,523 | $82,188-47.0% | $125,391-65.3% | $64,824-32.9% |
| Participation rate | 81.6% | 77.9%+3.7pp | 82.4%-0.8pp | 71.5%+10.1pp |
| Annual return | 0.00% | 3.50%-3.5pp | 572.41%-572.4pp | 32.84%-32.8pp |
| Employer contribution / active EE | $1,433 | $3,617-60.4% | $4,816-70.2% | $2,507-42.8% |
| Participant deferral / active EE | $3,808 | $7,177-46.9% | $7,448-48.9% | $4,311-11.7% |
| Admin fee / account holder | $6 | $163-96.0% | $10,009-99.9% | $188-96.6% |