| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $211,860 |
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 | $101,468 | $139,618-27.3% | $100,540+0.9% | $106,273-4.5% |
| Participation rate | 97.4% | 83.2%+14.2pp | 79.4%+18.0pp | 70.8%+26.6pp |
| Annual return | 32.72% | 22.24%+10.5pp | 30.90%+1.8pp | 21.70%+11.0pp |
| Employer contribution / active EE | $5,969 | $3,379+76.7% | $3,419+74.6% | $2,722+119.3% |
| Participant deferral / active EE | $18,889 | $8,459+123.3% | $6,272+201.2% | $4,601+310.5% |
| Admin fee / account holder | $2 | $91-98.0% | $8,082-100.0% | $78-97.6% |