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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,297 |
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 | $116,898 | $55,453+110.8% | $170,435-31.4% | $62,293+87.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.01% | 21.38%-5.4pp | 205.94%-189.9pp | 28.90%-12.9pp |
| Employer contribution / active EE | $5,321 | $2,164+145.9% | $5,432-2.0% | $2,042+160.6% |
| Participant deferral / active EE | $6,346 | $2,303+175.6% | $4,939+28.5% | $3,169+100.2% |
| Admin fee / account holder | $47 | $455-89.7% | $13,881-99.7% | $479-90.2% |