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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,648 |
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 | $102,299 | $82,163+24.5% | $125,381-18.4% | $64,819+57.8% |
| Participation rate | 87.8% | 77.9%+9.9pp | 82.4%+5.4pp | 71.5%+16.3pp |
| Annual return | -17.05% | 3.49%-20.5pp | 572.31%-589.4pp | 32.84%-49.9pp |
| Employer contribution / active EE | $2,682 | $3,616-25.8% | $4,815-44.3% | $2,507+7.0% |
| Participant deferral / active EE | $14,688 | $7,175+104.7% | $7,448+97.2% | $4,311+240.7% |
| Admin fee / account holder | $4 | $163-97.8% | $10,007-100.0% | $188-98.1% |