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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,500 |
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 | $38,454 | $65,453-41.2% | $86,691-55.6% | $66,930-42.5% |
| Participation rate | 90.9% | 75.5%+15.4pp | 76.6%+14.3pp | 69.8%+21.1pp |
| Annual return | -16.30% | -10.89%-5.4pp | 35.94%-52.2pp | 1.57%-17.9pp |
| Employer contribution / active EE | $886 | $2,154-58.9% | $2,837-68.8% | $2,545-65.2% |
| Participant deferral / active EE | $5,010 | $4,102+22.1% | $4,656+7.6% | $4,238+18.2% |
| Admin fee / account holder | $21 | $642-96.7% | $7,492-99.7% | $593-96.5% |