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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,140 |
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 | $33,879 | $89,652-62.2% | $141,191-76.0% | $65,185-48.0% |
| Participation rate | 79.7% | 74.7%+5.0pp | 82.5%-2.7pp | 70.2%+9.5pp |
| Annual return | 37.99% | 32.79%+5.2pp | 71.41%-33.4pp | 29.38%+8.6pp |
| Employer contribution / active EE | $3,223 | $3,065+5.2% | $4,736-32.0% | $2,177+48.0% |
| Participant deferral / active EE | $5,818 | $5,691+2.2% | $6,710-13.3% | $3,514+65.6% |
| Admin fee / account holder | $7 | $569-98.8% | $10,264-99.9% | $847-99.2% |