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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,875 |
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 | $111,139 | $56,640+96.2% | $78,002+42.5% | $55,167+101.5% |
| Participation rate | 79.1% | 73.3%+5.8pp | 75.5%+3.6pp | 69.0%+10.1pp |
| Annual return | 6.40% | 2868.48%-2862.1pp | 425.99%-419.6pp | 169.23%-162.8pp |
| Employer contribution / active EE | $1,644 | $1,724-4.6% | $2,470-33.4% | $1,963-16.2% |
| Participant deferral / active EE | $5,417 | $2,778+95.0% | $3,497+54.9% | $3,054+77.4% |
| Admin fee / account holder | $10 | $467-97.9% | $5,481-99.8% | $504-98.1% |