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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 | $101,591+82.4% | $147,096+26.0% | $74,429+149.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 18.46% | 8746.45%-8728.0pp | 419.75%-401.3pp | 1368.38%-1349.9pp |
| Employer contribution / active EE | $20,323 | $3,813+433.1% | $4,936+311.7% | $2,625+674.3% |
| Participant deferral / active EE | $19,710 | $7,302+169.9% | $8,071+144.2% | $4,348+353.3% |
| Admin fee / account holder | -$8 | $1,750-100.5% | $13,005-100.1% | $1,944-100.4% |