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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,700 |
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 | $29,710 | $48,313-38.5% | $73,309-59.5% | $52,331-43.2% |
| Participation rate | 87.5% | 68.6%+18.9pp | 74.9%+12.6pp | 68.1%+19.4pp |
| Annual return | 9.05% | 3.85%+5.2pp | 5.67%+3.4pp | 4.54%+4.5pp |
| Employer contribution / active EE | $3,211 | $1,661+93.3% | $3,237-0.8% | $1,882+70.7% |
| Participant deferral / active EE | $6,464 | $4,189+54.3% | $4,991+29.5% | $3,022+113.9% |
| Admin fee / account holder | $30 | $404-92.5% | $5,635-99.5% | $592-94.9% |