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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,969 |
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 | $69,308 | $88,730-21.9% | $82,312-15.8% | $77,958-11.1% |
| Participation rate | 87.6% | 84.5%+3.0pp | 76.9%+10.7pp | 71.6%+15.9pp |
| Annual return | 28.52% | 20.88%+7.6pp | 25.88%+2.6pp | 20.87%+7.6pp |
| Employer contribution / active EE | $3,135 | $2,758+13.6% | $2,428+29.1% | $2,310+35.7% |
| Participant deferral / active EE | $12,066 | $4,634+160.4% | $3,706+225.6% | $3,537+241.2% |
| Admin fee / account holder | $4 | $74-94.2% | $5,608-99.9% | $97-95.6% |