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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,325 |
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 | $90,842 | $102,661-11.5% | $151,639-40.1% | $66,938+35.7% |
| Participation rate | 99.1% | 85.5%+13.6pp | 87.5%+11.6pp | 69.8%+29.3pp |
| Annual return | -13.09% | -10.81%-2.3pp | 3.34%-16.4pp | 1.58%-14.7pp |
| Employer contribution / active EE | $3,358 | $4,184-19.7% | $6,165-45.5% | $2,545+31.9% |
| Participant deferral / active EE | $10,041 | $6,645+51.1% | $8,363+20.1% | $4,238+136.9% |
| Admin fee / account holder | $5 | $630-99.3% | $11,613-100.0% | $594-99.2% |