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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,051 |
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 | $115,430 | $106,230+8.7% | $147,080-21.5% | $77,736+48.5% |
| Participation rate | 98.8% | 78.4%+20.5pp | 82.2%+16.7pp | 70.6%+28.3pp |
| Annual return | 24.14% | 56.91%-32.8pp | 420.17%-396.0pp | 31.26%-7.1pp |
| Employer contribution / active EE | $9,552 | $4,072+134.6% | $4,933+93.6% | $2,728+250.2% |
| Participant deferral / active EE | $19,045 | $8,001+138.0% | $8,066+136.1% | $4,651+309.5% |
| Admin fee / account holder | $3 | $338-99.1% | $12,989-100.0% | $433-99.3% |