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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $276 |
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 | $79,878 | $84,493-5.5% | $125,381-36.3% | $66,938+19.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -15.46% | -8.49%-7.0pp | 572.31%-587.8pp | 1.58%-17.0pp |
| Employer contribution / active EE | $16,813 | $3,554+373.1% | $4,815+249.2% | $2,545+560.6% |
| Participant deferral / active EE | $16,231 | $6,783+139.3% | $7,448+117.9% | $4,238+283.0% |
| Admin fee / account holder | $1 | $685-99.9% | $10,007-100.0% | $594-99.9% |