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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$120,734 |
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 | $116,830 | $81,948+42.6% | $90,760+28.7% | $64,819+80.2% |
| Participation rate | 91.8% | 80.5%+11.3pp | 75.7%+16.1pp | 71.5%+20.3pp |
| Annual return | -16.39% | -12.53%-3.9pp | -12.16%-4.2pp | 32.84%-49.2pp |
| Employer contribution / active EE | $3,601 | $3,067+17.4% | $2,922+23.2% | $2,507+43.6% |
| Participant deferral / active EE | $9,218 | $4,844+90.3% | $4,565+101.9% | $4,311+113.8% |
| Admin fee / account holder | -$120 | $157-176.6% | $8,444-101.4% | $188-164.1% |