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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $53,275 |
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 | $95,129 | $136,307-30.2% | $177,848-46.5% | $73,497+29.4% |
| Participation rate | 95.1% | 86.1%+9.0pp | 87.7%+7.4pp | 70.7%+24.4pp |
| Annual return | 16.24% | 18.68%-2.4pp | 48.33%-32.1pp | 28.51%-12.3pp |
| Employer contribution / active EE | $5,975 | $3,712+61.0% | $5,919+1.0% | $2,270+163.2% |
| Participant deferral / active EE | $12,143 | $5,829+108.3% | $7,714+57.4% | $3,740+224.7% |
| Admin fee / account holder | $155 | $596-74.0% | $12,431-98.8% | $513-69.8% |