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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$48,458 |
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 | $121,359 | $52,122+132.8% | $104,301+16.4% | $64,819+87.2% |
| Participation rate | 98.0% | 56.0%+42.0pp | 73.3%+24.7pp | 71.5%+26.5pp |
| Annual return | -14.26% | 13.26%-27.5pp | 24.61%-38.9pp | 32.84%-47.1pp |
| Employer contribution / active EE | $5,677 | $1,627+249.0% | $3,373+68.3% | $2,507+126.5% |
| Participant deferral / active EE | $8,103 | $2,823+187.0% | $4,626+75.2% | $4,311+88.0% |
| Admin fee / account holder | -$45 | $155-129.1% | $7,340-100.6% | $188-123.9% |