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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$42,391 |
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 | $111,979 | $155,795-28.1% | $136,298-17.8% | $69,631+60.8% |
| Participation rate | 95.4% | 75.2%+20.1pp | 81.9%+13.5pp | 70.7%+24.7pp |
| Annual return | 20.30% | 232464.33%-232444.0pp | 5156.27%-5136.0pp | 27571.02%-27550.7pp |
| Employer contribution / active EE | $4,352 | $2,991+45.5% | $4,696-7.3% | $2,032+114.2% |
| Participant deferral / active EE | $8,222 | $5,394+52.4% | $6,247+31.6% | $3,224+155.1% |
| Admin fee / account holder | $10 | $128-92.0% | $9,244-99.9% | $110-90.8% |