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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,844 |
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 | $54,746 | $63,905-14.3% | $74,184-26.2% | $57,658-5.1% |
| Participation rate | 84.7% | 79.8%+5.0pp | 76.6%+8.1pp | 70.2%+14.5pp |
| Annual return | 13.38% | 60.60%-47.2pp | 17.74%-4.4pp | 5.13%+8.2pp |
| Employer contribution / active EE | $1,015 | $1,840-44.8% | $2,370-57.2% | $1,974-48.6% |
| Participant deferral / active EE | $12,975 | $3,448+276.3% | $3,550+265.5% | $3,061+323.9% |
| Admin fee / account holder | $11 | $91-87.4% | $5,586-99.8% | $95-87.9% |