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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $775 |
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 | $51,798 | $59,535-13.0% | $90,161-42.5% | $62,293-16.8% |
| Participation rate | 93.2% | 73.0%+20.1pp | 76.9%+16.3pp | 69.5%+23.7pp |
| Annual return | 21.59% | 23.53%-1.9pp | 34.89%-13.3pp | 28.90%-7.3pp |
| Employer contribution / active EE | $3,932 | $1,826+115.4% | $3,318+18.5% | $2,042+92.5% |
| Participant deferral / active EE | $8,685 | $4,639+87.2% | $5,287+64.3% | $3,169+174.0% |
| Admin fee / account holder | $3 | $337-99.1% | $5,943-99.9% | $479-99.4% |