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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,597 |
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 | $76,289 | $106,264-28.2% | $147,117-48.1% | $77,762-1.9% |
| Participation rate | 95.5% | 78.4%+17.1pp | 82.2%+13.3pp | 70.6%+24.9pp |
| Annual return | 23.73% | 56.94%-33.2pp | 420.54%-396.8pp | 31.27%-7.5pp |
| Employer contribution / active EE | $3,372 | $4,074-17.2% | $4,932-31.6% | $2,728+23.6% |
| Participant deferral / active EE | $22,744 | $8,003+184.2% | $8,065+182.0% | $4,651+389.0% |
| Admin fee / account holder | -$4 | $334-101.3% | $12,993-100.0% | $433-101.0% |