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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,795 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,627 | $185,342-68.9% | $111,308-48.2% | $86,821-33.6% |
| Participation rate | 92.5% | 81.0%+11.6pp | 77.3%+15.2pp | 72.3%+20.2pp |
| Annual return | 191.25% | 500.80%-309.5pp | 54.67%+136.6pp | 97.94%+93.3pp |
| Employer contribution / active EE | $2,939 | $2,246+30.8% | $2,732+7.6% | $2,406+22.1% |
| Participant deferral / active EE | $7,364 | $4,458+65.2% | $4,487+64.1% | $4,132+78.2% |
| Admin fee / account holder | $14 | $255-94.4% | $7,965-99.8% | $170-91.6% |