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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,350 |
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 | $194,528 | $101,672+91.3% | $147,117+32.2% | $74,478+161.2% |
| Participation rate | 99.3% | 75.5%+23.8pp | 82.2%+17.1pp | 67.2%+32.1pp |
| Annual return | 15.56% | 8757.83%-8742.3pp | 420.54%-405.0pp | 1370.56%-1355.0pp |
| Employer contribution / active EE | $11,991 | $3,813+214.5% | $4,932+143.1% | $2,626+356.6% |
| Participant deferral / active EE | $23,711 | $7,305+224.6% | $8,065+194.0% | $4,350+445.0% |
| Admin fee / account holder | $6 | $1,753-99.6% | $12,993-100.0% | $1,946-99.7% |