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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,720 |
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 | $65,895 | $62,324+5.7% | $68,509-3.8% | $55,191+19.4% |
| Participation rate | 94.5% | 78.9%+15.6pp | 74.7%+19.8pp | 69.2%+25.3pp |
| Annual return | 2.16% | 4.26%-2.1pp | 8.27%-6.1pp | 10.78%-8.6pp |
| Employer contribution / active EE | $1,868 | $2,223-16.0% | $2,278-18.0% | $1,899-1.6% |
| Participant deferral / active EE | $13,174 | $3,425+284.6% | $3,382+289.5% | $3,046+332.4% |
| Admin fee / account holder | $4 | $91-95.9% | $5,275-99.9% | $91-95.9% |