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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,119 |
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 | $99,249 | $95,388+4.0% | $125,363-20.8% | $77,906+27.4% |
| Participation rate | 87.2% | 78.6%+8.6pp | 82.4%+4.8pp | 73.7%+13.5pp |
| Annual return | -14.91% | 116.19%-131.1pp | 572.15%-587.1pp | 12.16%-27.1pp |
| Employer contribution / active EE | $6,189 | $3,666+68.8% | $4,815+28.5% | $2,846+117.4% |
| Participant deferral / active EE | $9,853 | $7,711+27.8% | $7,447+32.3% | $4,805+105.1% |
| Admin fee / account holder | $3 | $119-97.5% | $10,005-100.0% | $133-97.8% |