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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,218 |
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 | $100,059 | $40,522+146.9% | $84,628+18.2% | $67,579+48.1% |
| Participation rate | 86.3% | 51.1%+35.2pp | 68.2%+18.0pp | 71.3%+15.0pp |
| Annual return | 24.13% | 32.72%-8.6pp | 258.80%-234.7pp | 378.56%-354.4pp |
| Employer contribution / active EE | $2,039 | $1,146+77.9% | $2,653-23.1% | $2,148-5.0% |
| Participant deferral / active EE | $6,798 | $2,132+218.9% | $3,900+74.3% | $3,539+92.1% |
| Admin fee / account holder | $13 | $145-90.8% | $4,914-99.7% | $142-90.6% |