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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,125 |
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 | $295,256 | $130,294+126.6% | $170,028+73.7% | $71,495+313.0% |
| Participation rate | 93.7% | 86.2%+7.5pp | 87.0%+6.7pp | 67.9%+25.7pp |
| Annual return | 21.20% | 20.36%+0.8pp | 53.39%-32.2pp | 28.85%-7.6pp |
| Employer contribution / active EE | $10,605 | $4,385+141.9% | $6,788+56.2% | $2,589+309.6% |
| Participant deferral / active EE | $22,285 | $6,928+221.7% | $10,409+114.1% | $4,291+419.4% |
| Admin fee / account holder | $6 | $966-99.4% | $12,820-100.0% | $1,588-99.6% |