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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $31,681 |
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 | $15,617 | $45,382-65.6% | $154,111-89.9% | $75,289-79.3% |
| Participation rate | 92.7% | 65.9%+26.8pp | 83.0%+9.7pp | 72.4%+20.3pp |
| Annual return | -0.23% | -0.47%+0.2pp | 735.18%-735.4pp | -0.04%-0.2pp |
| Employer contribution / active EE | $1,051 | $1,533-31.4% | $5,298-80.2% | $2,405-56.3% |
| Participant deferral / active EE | $3,625 | $2,384+52.1% | $5,081-28.6% | $3,739-3.0% |
| Admin fee / account holder | $13 | $89-85.1% | $13,411-99.9% | $102-87.0% |