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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$120 |
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 | $110,661 | $77,460+42.9% | $100,378+10.2% | $80,925+36.7% |
| Participation rate | 84.9% | 76.9%+7.9pp | 81.5%+3.4pp | 67.7%+17.2pp |
| Annual return | 15.87% | 37.24%-21.4pp | 49.41%-33.5pp | 35.65%-19.8pp |
| Employer contribution / active EE | $4,035 | $2,801+44.1% | $3,942+2.4% | $2,756+46.4% |
| Participant deferral / active EE | $15,846 | $6,818+132.4% | $8,087+95.9% | $4,299+268.6% |
| Admin fee / account holder | -$1 | $5,887-100.0% | $7,899-100.0% | $6,940-100.0% |