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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$17,844 |
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 | $76,491 | $81,321-5.9% | $68,509+11.7% | $59,188+29.2% |
| Participation rate | 86.8% | 83.8%+3.0pp | 74.7%+12.1pp | 69.4%+17.4pp |
| Annual return | 2.32% | 4.65%-2.3pp | 8.27%-6.0pp | 5.51%-3.2pp |
| Employer contribution / active EE | $3,192 | $3,297-3.2% | $2,278+40.1% | $2,098+52.1% |
| Participant deferral / active EE | $10,261 | $4,592+123.4% | $3,382+203.4% | $3,265+214.3% |
| Admin fee / account holder | -$15 | $62-123.6% | $5,275-100.3% | $92-115.8% |