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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,350 |
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 | $124,844 | $69,305+80.1% | $82,312+51.7% | $69,631+79.3% |
| Participation rate | 96.7% | 80.3%+16.4pp | 76.9%+19.8pp | 70.7%+26.0pp |
| Annual return | 23.79% | 21.47%+2.3pp | 25.88%-2.1pp | 27571.02%-27547.2pp |
| Employer contribution / active EE | $7,464 | $1,887+295.6% | $2,428+207.4% | $2,032+267.3% |
| Participant deferral / active EE | $13,029 | $3,568+265.1% | $3,706+251.5% | $3,224+304.2% |
| Admin fee / account holder | $20 | $97-79.1% | $5,608-99.6% | $110-81.6% |