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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,270 |
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 | $47,279 | $72,770-35.0% | $67,652-30.1% | $55,191-14.3% |
| Participation rate | 84.6% | 78.8%+5.8pp | 75.7%+8.9pp | 69.2%+15.5pp |
| Annual return | 11.83% | -3.26%+15.1pp | 6625.40%-6613.6pp | 10.78%+1.1pp |
| Employer contribution / active EE | $1,009 | $1,769-43.0% | $2,266-55.5% | $1,899-46.9% |
| Participant deferral / active EE | $12,929 | $3,408+279.3% | $3,560+263.2% | $3,046+324.4% |
| Admin fee / account holder | $11 | $79-86.0% | $4,821-99.8% | $91-87.8% |