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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $30,137 |
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 | $28,794 | $56,095-48.7% | $178,498-83.9% | $90,274-68.1% |
| Participation rate | 95.9% | 65.6%+30.4pp | 81.9%+14.0pp | 73.4%+22.6pp |
| Annual return | 24.50% | 28.81%-4.3pp | 151.09%-126.6pp | 53.97%-29.5pp |
| Employer contribution / active EE | $1,370 | $1,572-12.9% | $5,011-72.7% | $2,523-45.7% |
| Participant deferral / active EE | $4,595 | $2,669+72.2% | $5,202-11.7% | $4,231+8.6% |
| Admin fee / account holder | $12 | $101-88.1% | $13,985-99.9% | $114-89.5% |