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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 | $106,110-28.1% | $147,005-48.1% | $77,671-1.8% |
| Participation rate | 95.5% | 78.4%+17.1pp | 82.2%+13.3pp | 70.6%+24.9pp |
| Annual return | 23.73% | 56.77%-33.0pp | 418.76%-395.0pp | 31.21%-7.5pp |
| Employer contribution / active EE | $3,372 | $4,065-17.0% | $4,934-31.7% | $2,726+23.7% |
| Participant deferral / active EE | $22,744 | $7,992+184.6% | $8,070+181.8% | $4,648+389.3% |
| Admin fee / account holder | -$4 | $338-101.3% | $13,006-100.0% | $430-101.0% |