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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $125,814 |
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 | $112,995 | $105,190+7.4% | $98,920+14.2% | $90,274+25.2% |
| Participation rate | 95.7% | 86.4%+9.4pp | 76.0%+19.7pp | 73.4%+22.4pp |
| Annual return | 29.87% | 18.52%+11.3pp | 196.47%-166.6pp | 53.97%-24.1pp |
| Employer contribution / active EE | $5,190 | $3,831+35.5% | $2,689+93.0% | $2,523+105.7% |
| Participant deferral / active EE | $15,183 | $5,616+170.3% | $4,245+257.7% | $4,231+258.9% |
| Admin fee / account holder | $88 | $97-9.3% | $6,643-98.7% | $114-22.6% |