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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $55,815 |
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 | $48,377 | $75,284-35.7% | $91,004-46.8% | $69,631-30.5% |
| Participation rate | 91.7% | 80.4%+11.3pp | 75.6%+16.1pp | 70.7%+21.0pp |
| Annual return | 56.20% | 48.40%+7.8pp | 4.60%+51.6pp | 27571.02%-27514.8pp |
| Employer contribution / active EE | $2,122 | $2,473-14.2% | $2,456-13.6% | $2,032+4.4% |
| Participant deferral / active EE | $4,679 | $3,700+26.5% | $3,548+31.9% | $3,224+45.1% |
| Admin fee / account holder | $73 | $111-33.6% | $5,417-98.6% | $110-33.5% |