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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,944 |
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 | $68,622 | $100,801-31.9% | $149,751-54.2% | $73,415-6.5% |
| Participation rate | 84.9% | 77.7%+7.2pp | 82.5%+2.4pp | 72.2%+12.7pp |
| Annual return | 21.06% | 265.34%-244.3pp | 276.71%-255.6pp | 59.30%-38.2pp |
| Employer contribution / active EE | $3,650 | $3,312+10.2% | $4,646-21.4% | $2,234+63.4% |
| Participant deferral / active EE | $6,057 | $6,404-5.4% | $6,843-11.5% | $3,806+59.2% |
| Admin fee / account holder | $12 | $181-93.4% | $9,312-99.9% | $158-92.5% |