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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $775 |
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 | $49,226 | $59,191-16.8% | $76,767-35.9% | $56,289-12.5% |
| Participation rate | 89.6% | 75.2%+14.4pp | 77.0%+12.7pp | 69.9%+19.8pp |
| Annual return | -5.20% | 6.62%-11.8pp | 2.43%-7.6pp | -9.96%+4.8pp |
| Employer contribution / active EE | $1,517 | $1,759-13.7% | $2,485-39.0% | $2,111-28.1% |
| Participant deferral / active EE | $3,293 | $3,255+1.2% | $3,852-14.5% | $3,350-1.7% |
| Admin fee / account holder | $3 | $489-99.3% | $6,675-99.9% | $521-99.3% |