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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $62,162 |
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 | $107,561 | $48,592+121.4% | $185,876-42.1% | $90,274+19.2% |
| Participation rate | 96.8% | 66.2%+30.6pp | 78.0%+18.8pp | 73.4%+23.5pp |
| Annual return | 17.59% | 68.51%-50.9pp | 35.96%-18.4pp | 53.97%-36.4pp |
| Employer contribution / active EE | $5,230 | $1,389+276.5% | $4,088+27.9% | $2,523+107.3% |
| Participant deferral / active EE | $11,610 | $3,463+235.3% | $5,634+106.1% | $4,231+174.4% |
| Admin fee / account holder | $37 | $77-51.8% | $9,504-99.6% | $114-67.3% |