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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,556 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $109,217 | $55,449+97.0% | $83,831+30.3% | $56,289+94.0% |
| Participation rate | 98.1% | 68.0%+30.0pp | 76.1%+21.9pp | 69.9%+28.2pp |
| Annual return | -8.48% | -1.38%-7.1pp | 850.99%-859.5pp | -9.96%+1.5pp |
| Employer contribution / active EE | $3,139 | $2,430+29.2% | $3,631-13.5% | $2,111+48.7% |
| Participant deferral / active EE | $6,174 | $2,935+110.3% | $4,082+51.2% | $3,350+84.3% |
| Admin fee / account holder | $29 | $656-95.6% | $5,479-99.5% | $521-94.5% |