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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,435 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,048 | $75,183-61.4% | $123,894-76.6% | $55,167-47.3% |
| Participation rate | 93.6% | 72.8%+20.8pp | 81.4%+12.2pp | 69.0%+24.6pp |
| Annual return | 13.24% | 19.01%-5.8pp | 47.52%-34.3pp | 169.23%-156.0pp |
| Employer contribution / active EE | $1,828 | $2,823-35.3% | $4,617-60.4% | $1,963-6.9% |
| Participant deferral / active EE | $6,495 | $5,084+27.7% | $5,984+8.5% | $3,054+112.7% |
| Admin fee / account holder | $21 | $663-96.9% | $8,357-99.8% | $504-95.9% |