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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,725 |
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 | $110,607 | $60,165+83.8% | $74,184+49.1% | $55,167+100.5% |
| Participation rate | 99.1% | 74.2%+24.9pp | 76.6%+22.4pp | 69.0%+30.1pp |
| Annual return | 10.60% | 10.00%+0.6pp | 17.74%-7.1pp | 169.23%-158.6pp |
| Employer contribution / active EE | $6,693 | $1,600+318.4% | $2,370+182.4% | $1,963+241.0% |
| Participant deferral / active EE | $15,030 | $2,973+405.6% | $3,550+323.4% | $3,054+392.1% |
| Admin fee / account holder | $16 | $419-96.3% | $5,586-99.7% | $504-96.9% |