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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,344 |
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 | $60,123 | $77,523-22.4% | $100,383-40.1% | $80,874-25.7% |
| Participation rate | 71.4% | 77.0%-5.5pp | 81.5%-10.1pp | 67.6%+3.8pp |
| Annual return | 26.69% | 37.21%-10.5pp | 49.26%-22.6pp | 35.62%-8.9pp |
| Employer contribution / active EE | $2,984 | $2,801+6.5% | $3,944-24.3% | $2,756+8.3% |
| Participant deferral / active EE | $12,169 | $6,822+78.4% | $8,086+50.5% | $4,297+183.2% |
| Admin fee / account holder | -$0 | $5,899-100.0% | $7,900-100.0% | $6,935-100.0% |