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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,100 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $88,722 | $75,183+18.0% | $123,894-28.4% | $55,167+60.8% |
| Participation rate | 72.6% | 72.8%-0.2pp | 81.4%-8.8pp | 69.0%+3.6pp |
| Annual return | 5.81% | 19.01%-13.2pp | 47.52%-41.7pp | 169.23%-163.4pp |
| Employer contribution / active EE | $1,233 | $2,823-56.3% | $4,617-73.3% | $1,963-37.2% |
| Participant deferral / active EE | $6,065 | $5,084+19.3% | $5,984+1.3% | $3,054+98.6% |
| Admin fee / account holder | $9 | $663-98.6% | $8,357-99.9% | $504-98.1% |