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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$53,693 |
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 | $163,876 | $73,149+124.0% | $120,524+36.0% | $77,714+110.9% |
| Participation rate | 98.8% | 55.2%+43.6pp | 71.9%+26.9pp | 70.6%+28.2pp |
| Annual return | 16.73% | 18.24%-1.5pp | 107.36%-90.6pp | 31.26%-14.5pp |
| Employer contribution / active EE | $5,932 | $1,793+230.8% | $3,469+71.0% | $2,727+117.6% |
| Participant deferral / active EE | $9,064 | $3,006+201.6% | $4,994+81.5% | $4,649+95.0% |
| Admin fee / account holder | -$54 | $660-108.2% | $9,440-100.6% | $433-112.4% |