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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,006 |
Annual investment return 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 | $88,151 | $52,961+66.4% | $172,752-49.0% | $65,185+35.2% |
| Participation rate | 70.6% | 66.2%+4.4pp | 82.6%-12.0pp | 70.2%+0.4pp |
| Annual return | 9.20% | 30.12%-20.9pp | 802.97%-793.8pp | 29.38%-20.2pp |
| Employer contribution / active EE | $1,097 | $2,190-49.9% | $5,144-78.7% | $2,177-49.6% |
| Participant deferral / active EE | $3,316 | $2,471+34.2% | $5,198-36.2% | $3,514-5.6% |
| Admin fee / account holder | $11 | $472-97.7% | $13,955-99.9% | $847-98.7% |