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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $26,515 |
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 | $38,288 | $46,173-17.1% | $170,436-77.5% | $69,631-45.0% |
| Participation rate | 93.7% | 63.9%+29.8pp | 83.6%+10.1pp | 70.7%+23.0pp |
| Annual return | 20.31% | 21.62%-1.3pp | 205.94%-185.6pp | 27571.02%-27550.7pp |
| Employer contribution / active EE | $1,654 | $1,610+2.7% | $5,433-69.6% | $2,032-18.6% |
| Participant deferral / active EE | $1,344 | $2,080-35.4% | $4,939-72.8% | $3,224-58.3% |
| Admin fee / account holder | $48 | $116-58.9% | $13,880-99.7% | $110-56.8% |