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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,020 |
Employer contribution per participant 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 | $100,063 | $60,165+66.3% | $74,184+34.9% | $55,167+81.4% |
| Participation rate | 97.4% | 74.2%+23.2pp | 76.6%+20.8pp | 69.0%+28.4pp |
| Annual return | 5.66% | 10.00%-4.3pp | 17.74%-12.1pp | 169.23%-163.6pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $6,304 | $2,973+112.1% | $3,550+77.6% | $3,054+106.4% |
| Admin fee / account holder | $27 | $419-93.6% | $5,586-99.5% | $504-94.7% |