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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,313 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $387,152 | $91,439+323.4% | $135,974+184.7% | $71,511+441.4% |
| Participation rate | 97.1% | 75.7%+21.5pp | 81.9%+15.2pp | 67.9%+29.2pp |
| Annual return | 22.11% | 29.90%-7.8pp | 68.30%-46.2pp | 28.86%-6.7pp |
| Employer contribution / active EE | $18,823 | $3,705+408.1% | $4,859+287.4% | $2,589+627.0% |
| Participant deferral / active EE | $10,878 | $7,093+53.4% | $7,760+40.2% | $4,291+153.5% |
| Admin fee / account holder | $18 | $1,267-98.5% | $10,767-99.8% | $1,588-98.8% |