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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $881 |
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 | $53,670 | $65,376-17.9% | $87,104-38.4% | $65,185-17.7% |
| Participation rate | 91.6% | 75.3%+16.3pp | 76.9%+14.7pp | 70.2%+21.4pp |
| Annual return | 20.84% | 31.27%-10.4pp | 28.19%-7.4pp | 29.38%-8.5pp |
| Employer contribution / active EE | $1,613 | $1,822-11.5% | $2,521-36.0% | $2,177-25.9% |
| Participant deferral / active EE | $3,829 | $3,388+13.0% | $4,048-5.4% | $3,514+9.0% |
| Admin fee / account holder | $4 | $520-99.3% | $7,491-99.9% | $847-99.5% |