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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$92,220 |
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 | $80,330 | $91,406-12.1% | $130,070-38.2% | $74,478+7.9% |
| Participation rate | 96.7% | 77.8%+18.8pp | 78.5%+18.2pp | 70.7%+25.9pp |
| Annual return | 21.76% | 23.21%-1.4pp | -137.40%+159.2pp | 34.37%-12.6pp |
| Employer contribution / active EE | $1,907 | $2,565-25.6% | $4,322-55.9% | $2,637-27.7% |
| Participant deferral / active EE | $5,967 | $4,724+26.3% | $5,821+2.5% | $4,530+31.7% |
| Admin fee / account holder | -$97 | $283-134.1% | $10,600-100.9% | $347-127.8% |