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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $800 |
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 | $50,580 | $75,183-32.7% | $123,894-59.2% | $55,167-8.3% |
| Participation rate | 81.3% | 72.8%+8.4pp | 81.4%-0.2pp | 69.0%+12.3pp |
| Annual return | 14.14% | 19.01%-4.9pp | 47.52%-33.4pp | 169.23%-155.1pp |
| Employer contribution / active EE | $2,853 | $2,823+1.0% | $4,617-38.2% | $1,963+45.4% |
| Participant deferral / active EE | $10,086 | $5,084+98.4% | $5,984+68.5% | $3,054+230.2% |
| Admin fee / account holder | $4 | $663-99.4% | $8,357-100.0% | $504-99.3% |