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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,062 |
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 | $75,778 | $80,177-5.5% | $123,894-38.8% | $57,661+31.4% |
| Participation rate | 98.7% | 74.4%+24.3pp | 81.4%+17.3pp | 70.2%+28.5pp |
| Annual return | 10.45% | 17.90%-7.5pp | 47.52%-37.1pp | 5.13%+5.3pp |
| Employer contribution / active EE | $5,407 | $2,913+85.6% | $4,617+17.1% | $1,974+173.9% |
| Participant deferral / active EE | $9,374 | $5,130+82.7% | $5,984+56.6% | $3,061+206.3% |
| Admin fee / account holder | $16 | $106-85.1% | $8,357-99.8% | $95-83.3% |