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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $975 |
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 | $68,363 | $88,122-22.4% | $141,200-51.6% | $67,584+1.2% |
| Participation rate | 97.4% | 76.5%+20.9pp | 82.5%+14.9pp | 71.3%+26.1pp |
| Annual return | 22.25% | 75.40%-53.1pp | 71.41%-49.2pp | 378.59%-356.3pp |
| Employer contribution / active EE | $5,412 | $3,224+67.8% | $4,736+14.3% | $2,148+151.9% |
| Participant deferral / active EE | $9,462 | $5,958+58.8% | $6,710+41.0% | $3,540+167.3% |
| Admin fee / account holder | $7 | $131-94.5% | $10,265-99.9% | $142-95.0% |