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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,347 |
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 | $68,966 | $64,612+6.7% | $86,451-20.2% | $64,824+6.4% |
| Participation rate | 87.1% | 81.5%+5.6pp | 80.3%+6.7pp | 71.5%+15.6pp |
| Annual return | -15.61% | 0.66%-16.3pp | 4398.51%-4414.1pp | 32.84%-48.5pp |
| Employer contribution / active EE | $5,882 | $2,744+114.3% | $3,770+56.0% | $2,507+134.6% |
| Participant deferral / active EE | $13,253 | $7,497+76.8% | $6,953+90.6% | $4,311+207.4% |
| Admin fee / account holder | $3 | $169-98.3% | $6,734-100.0% | $188-98.5% |