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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,175 |
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 | $178,095 | $68,544+159.8% | $115,752+53.9% | $69,631+155.8% |
| Participation rate | 86.3% | 74.0%+12.4pp | 77.8%+8.6pp | 70.7%+15.7pp |
| Annual return | 17.15% | 20.97%-3.8pp | 19.41%-2.3pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $2,477 | $2,400+3.2% | $3,492-29.1% | $2,032+21.9% |
| Participant deferral / active EE | $8,527 | $3,887+119.4% | $5,204+63.9% | $3,224+164.5% |
| Admin fee / account holder | $14 | $90-84.1% | $6,278-99.8% | $110-87.0% |