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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$28,994 |
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 | $132,561 | $74,024+79.1% | $78,002+69.9% | $57,661+129.9% |
| Participation rate | 93.1% | 79.7%+13.3pp | 75.5%+17.5pp | 70.2%+22.8pp |
| Annual return | 8.35% | 12.14%-3.8pp | 425.99%-417.6pp | 5.13%+3.2pp |
| Employer contribution / active EE | $9,280 | $2,365+292.3% | $2,470+275.7% | $1,974+370.1% |
| Participant deferral / active EE | $6,428 | $3,533+81.9% | $3,497+83.8% | $3,061+110.0% |
| Admin fee / account holder | -$34 | $93-136.6% | $5,481-100.6% | $95-136.1% |