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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,873 |
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 | $34,138 | $53,165-35.8% | $86,216-60.4% | $74,460-54.2% |
| Participation rate | 73.4% | 64.9%+8.5pp | 69.0%+4.4pp | 70.7%+2.6pp |
| Annual return | 20.28% | 22.64%-2.4pp | 1169.42%-1149.1pp | 34.38%-14.1pp |
| Employer contribution / active EE | $566 | $1,210-53.2% | $2,382-76.2% | $2,638-78.5% |
| Participant deferral / active EE | $1,922 | $3,234-40.6% | $3,986-51.8% | $4,530-57.6% |
| Admin fee / account holder | $6 | $551-99.0% | $6,853-99.9% | $348-98.3% |