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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,526 |
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 | $144,836 | $88,122+64.4% | $141,200+2.6% | $67,584+114.3% |
| Participation rate | 98.8% | 76.5%+22.3pp | 82.5%+16.3pp | 71.3%+27.5pp |
| Annual return | 25.98% | 75.40%-49.4pp | 71.41%-45.4pp | 378.59%-352.6pp |
| Employer contribution / active EE | $6,549 | $3,224+103.1% | $4,736+38.3% | $2,148+204.9% |
| Participant deferral / active EE | $12,415 | $5,958+108.4% | $6,710+85.0% | $3,540+250.7% |
| Admin fee / account holder | $3 | $131-97.6% | $10,265-100.0% | $142-97.8% |