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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,981 |
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 | $71,426 | $86,692-17.6% | $119,634-40.3% | $66,949+6.7% |
| Participation rate | 83.2% | 75.6%+7.6pp | 79.3%+3.9pp | 69.8%+13.3pp |
| Annual return | -18.02% | -8.00%-10.0pp | -14.98%-3.0pp | 1.57%-19.6pp |
| Employer contribution / active EE | $784 | $2,536-69.1% | $4,232-81.5% | $2,545-69.2% |
| Participant deferral / active EE | $4,996 | $4,360+14.6% | $5,601-10.8% | $4,239+17.9% |
| Admin fee / account holder | $29 | $755-96.2% | $10,329-99.7% | $594-95.1% |