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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $681 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,280 | $88,324-54.4% | $115,038-65.0% | $55,191-27.0% |
| Participation rate | 85.0% | 72.5%+12.4pp | 81.4%+3.6pp | 69.2%+15.8pp |
| Annual return | 31.23% | 6.30%+24.9pp | 26.14%+5.1pp | 10.78%+20.5pp |
| Employer contribution / active EE | $0 | $2,805-100.0% | $4,608-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $8,807 | $5,042+74.7% | $6,026+46.1% | $3,046+189.1% |
| Admin fee / account holder | $2 | $105-98.2% | $8,175-100.0% | $91-97.9% |