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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $700 |
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 | $103,304 | $80,753+27.9% | $136,298-24.2% | $62,293+65.8% |
| Participation rate | 79.8% | 73.5%+6.3pp | 81.9%-2.1pp | 69.5%+10.3pp |
| Annual return | 19.05% | 35.83%-16.8pp | 5156.27%-5137.2pp | 28.90%-9.9pp |
| Employer contribution / active EE | $1,522 | $2,884-47.2% | $4,696-67.6% | $2,042-25.5% |
| Participant deferral / active EE | $7,094 | $5,164+37.4% | $6,247+13.6% | $3,169+123.9% |
| Admin fee / account holder | $6 | $525-98.9% | $9,244-99.9% | $479-98.8% |