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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$53,744 |
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 | $143,513 | $95,438+50.4% | $135,982+5.5% | $74,473+92.7% |
| Participation rate | 95.3% | 78.2%+17.1pp | 81.9%+13.4pp | 70.7%+24.5pp |
| Annual return | 23.20% | 32.61%-9.4pp | 68.32%-45.1pp | 34.36%-11.2pp |
| Employer contribution / active EE | $4,678 | $3,878+20.6% | $4,859-3.7% | $2,638+77.3% |
| Participant deferral / active EE | $16,582 | $7,790+112.9% | $7,760+113.7% | $4,530+266.0% |
| Admin fee / account holder | -$39 | $259-115.0% | $10,767-100.4% | $347-111.2% |