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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,150 |
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 | $109,090 | $71,873+51.8% | $86,698+25.8% | $68,490+59.3% |
| Participation rate | 88.6% | 72.2%+16.3pp | 76.6%+12.0pp | 67.9%+20.7pp |
| Annual return | 2.34% | 3.54%-1.2pp | 35.96%-33.6pp | -7.85%+10.2pp |
| Employer contribution / active EE | $1,704 | $2,173-21.6% | $2,837-39.9% | $2,597-34.4% |
| Participant deferral / active EE | $8,406 | $3,779+122.4% | $4,656+80.5% | $4,028+108.7% |
| Admin fee / account holder | $22 | $6,110-99.6% | $7,492-99.7% | $5,403-99.6% |