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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,719 |
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 | $89,303 | $75,388+18.5% | $123,553-27.7% | $55,727+60.3% |
| Participation rate | 98.4% | 75.7%+22.7pp | 82.3%+16.1pp | 70.9%+27.5pp |
| Annual return | -5.12% | 4.48%-9.6pp | 119.21%-124.3pp | 244.94%-250.1pp |
| Employer contribution / active EE | $9,812 | $3,063+220.3% | $4,628+112.0% | $2,078+372.1% |
| Participant deferral / active EE | $10,247 | $5,651+81.3% | $6,426+59.5% | $3,356+205.4% |
| Admin fee / account holder | $19 | $120-84.5% | $9,284-99.8% | $115-83.9% |