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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 | $101,591+91.5% | $147,096+32.2% | $74,429+161.4% |
| Participation rate | 99.3% | 75.5%+23.8pp | 82.2%+17.2pp | 67.2%+32.1pp |
| Annual return | 15.56% | 8746.45%-8730.9pp | 419.75%-404.2pp | 1368.38%-1352.8pp |
| Employer contribution / active EE | $11,991 | $3,813+214.5% | $4,936+142.9% | $2,625+356.8% |
| Participant deferral / active EE | $23,711 | $7,302+224.7% | $8,071+193.8% | $4,348+445.3% |
| Admin fee / account holder | $6 | $1,750-99.6% | $13,005-100.0% | $1,944-99.7% |