| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 06-1050034 | Loan Processing | $31,279 |
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 | $79,125 | $34,220+131.2% | $73,837+7.2% | $59,188+33.7% |
| Participation rate | 100.0% | 59.1%+40.9pp | 73.4%+26.6pp | 69.4%+30.6pp |
| Annual return | 1.30% | 3.36%-2.1pp | 2268.13%-2266.8pp | 5.51%-4.2pp |
| Employer contribution / active EE | $145 | $1,480-90.2% | $2,788-94.8% | $2,098-93.1% |
| Participant deferral / active EE | $5,426 | $2,035+166.6% | $3,583+51.4% | $3,265+66.2% |
| Admin fee / account holder | $16 | $64-75.5% | $4,882-99.7% | $92-83.0% |