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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,250 |
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 | $182,612 | $74,089+146.5% | $133,975+36.3% | $55,167+231.0% |
| Participation rate | 97.5% | 84.3%+13.2pp | 87.1%+10.4pp | 69.0%+28.5pp |
| Annual return | 8.35% | 12.11%-3.8pp | 29.29%-20.9pp | 169.23%-160.9pp |
| Employer contribution / active EE | $5,682 | $3,064+85.5% | $5,211+9.0% | $1,963+189.5% |
| Participant deferral / active EE | $12,342 | $4,678+163.8% | $6,282+96.5% | $3,054+304.1% |
| Admin fee / account holder | $24 | $458-94.7% | $9,324-99.7% | $504-95.2% |