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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,226 |
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 | $48,825 | $75,388-35.2% | $123,553-60.5% | $55,727-12.4% |
| Participation rate | 76.6% | 75.7%+0.9pp | 82.3%-5.7pp | 70.9%+5.7pp |
| Annual return | -5.58% | 4.48%-10.1pp | 119.21%-124.8pp | 244.94%-250.5pp |
| Employer contribution / active EE | $2,920 | $3,063-4.7% | $4,628-36.9% | $2,078+40.5% |
| Participant deferral / active EE | $5,280 | $5,651-6.6% | $6,426-17.8% | $3,356+57.4% |
| Admin fee / account holder | $18 | $120-84.7% | $9,284-99.8% | $115-84.1% |