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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$233,935 |
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 | $78,932 | $85,144-7.3% | $130,062-39.3% | $80,169-1.5% |
| Participation rate | 97.7% | 79.5%+18.2pp | 78.5%+19.2pp | 72.9%+24.8pp |
| Annual return | 19.82% | 23.78%-4.0pp | -137.37%+157.2pp | 40.39%-20.6pp |
| Employer contribution / active EE | $5,018 | $3,059+64.0% | $4,322+16.1% | $2,978+68.5% |
| Participant deferral / active EE | $5,998 | $4,992+20.2% | $5,821+3.1% | $5,016+19.6% |
| Admin fee / account holder | -$14 | $392-103.5% | $10,601-100.1% | $145-109.6% |