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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,792 |
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 | $215,344 | $80,753+166.7% | $136,298+58.0% | $62,293+245.7% |
| Participation rate | 95.3% | 73.5%+21.8pp | 81.9%+13.4pp | 69.5%+25.8pp |
| Annual return | 21.32% | 35.83%-14.5pp | 5156.27%-5134.9pp | 28.90%-7.6pp |
| Employer contribution / active EE | $29,772 | $2,884+932.4% | $4,696+534.0% | $2,042+1357.8% |
| Participant deferral / active EE | $5,238 | $5,164+1.4% | $6,247-16.2% | $3,169+65.3% |
| Admin fee / account holder | $25 | $525-95.3% | $9,244-99.7% | $479-94.9% |