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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $36,394 |
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 | $52,089 | $74,024-29.6% | $78,002-33.2% | $57,658-9.7% |
| Participation rate | 91.3% | 79.7%+11.6pp | 75.5%+15.8pp | 70.2%+21.1pp |
| Annual return | 38.77% | 12.14%+26.6pp | 425.99%-387.2pp | 5.13%+33.6pp |
| Employer contribution / active EE | $2,985 | $2,365+26.2% | $2,470+20.9% | $1,974+51.3% |
| Participant deferral / active EE | $3,892 | $3,533+10.2% | $3,497+11.3% | $3,061+27.2% |
| Admin fee / account holder | $81 | $93-12.6% | $5,481-98.5% | $95-13.9% |