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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,944 |
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 | $33,987 | $62,928-46.0% | $172,752-80.3% | $67,579-49.7% |
| Participation rate | 88.2% | 64.5%+23.7pp | 82.6%+5.5pp | 71.3%+16.9pp |
| Annual return | 28.24% | 30.36%-2.1pp | 802.97%-774.7pp | 378.56%-350.3pp |
| Employer contribution / active EE | $2,474 | $1,636+51.2% | $5,144-51.9% | $2,148+15.2% |
| Participant deferral / active EE | $5,561 | $2,145+159.3% | $5,198+7.0% | $3,539+57.1% |
| Admin fee / account holder | $12 | $167-93.1% | $13,955-99.9% | $142-91.9% |