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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,090 |
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 | $185,336 | $101,672+82.3% | $147,117+26.0% | $74,478+148.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 18.46% | 8757.83%-8739.4pp | 420.54%-402.1pp | 1370.56%-1352.1pp |
| Employer contribution / active EE | $20,323 | $3,813+433.0% | $4,932+312.0% | $2,626+673.9% |
| Participant deferral / active EE | $19,710 | $7,305+169.8% | $8,065+144.4% | $4,350+353.1% |
| Admin fee / account holder | -$8 | $1,753-100.5% | $12,993-100.1% | $1,946-100.4% |