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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$50,507 |
Employer contribution per participant 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 | $49,327 | $100,801-51.1% | $149,745-67.1% | $73,412-32.8% |
| Participation rate | 97.2% | 77.7%+19.5pp | 82.5%+14.7pp | 72.2%+25.0pp |
| Annual return | 18.73% | 265.34%-246.6pp | 276.72%-258.0pp | 59.30%-40.6pp |
| Employer contribution / active EE | $1 | $3,312-100.0% | $4,646-100.0% | $2,234-99.9% |
| Participant deferral / active EE | $8,378 | $6,404+30.8% | $6,843+22.4% | $3,806+120.1% |
| Admin fee / account holder | -$42 | $181-123.1% | $9,312-100.4% | $158-126.4% |