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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,050 |
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 | $159,012 | $104,336+52.4% | $159,455-0.3% | $86,813+83.2% |
| Participation rate | 85.8% | 77.7%+8.1pp | 82.8%+2.9pp | 72.3%+13.5pp |
| Annual return | 19.61% | 26.32%-6.7pp | 263.63%-244.0pp | 97.93%-78.3pp |
| Employer contribution / active EE | $3,534 | $3,451+2.4% | $4,830-26.8% | $2,406+46.9% |
| Participant deferral / active EE | $14,804 | $6,837+116.5% | $7,353+101.3% | $4,131+258.3% |
| Admin fee / account holder | $3 | $172-98.0% | $10,800-100.0% | $170-98.0% |