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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,056 |
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 | $72,241 | $84,936-14.9% | $111,308-35.1% | $79,391-9.0% |
| Participation rate | 95.1% | 75.9%+19.3pp | 77.3%+17.8pp | 70.7%+24.4pp |
| Annual return | 15.32% | 17.45%-2.1pp | 54.67%-39.3pp | 116.88%-101.6pp |
| Employer contribution / active EE | $2,258 | $1,979+14.1% | $2,732-17.3% | $2,428-7.0% |
| Participant deferral / active EE | $4,997 | $3,888+28.5% | $4,487+11.4% | $4,046+23.5% |
| Admin fee / account holder | $4 | $537-99.2% | $7,965-99.9% | $627-99.3% |