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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $29,169 |
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 | $72,598 | $80,211-9.5% | $74,184-2.1% | $63,975+13.5% |
| Participation rate | 97.3% | 84.2%+13.2pp | 76.6%+20.7pp | 71.1%+26.2pp |
| Annual return | 10.05% | 14.13%-4.1pp | 17.74%-7.7pp | 48.65%-38.6pp |
| Employer contribution / active EE | $4,299 | $2,553+68.4% | $2,370+81.4% | $2,182+97.0% |
| Participant deferral / active EE | $8,869 | $4,370+102.9% | $3,550+149.8% | $3,356+164.2% |
| Admin fee / account holder | $12 | $67-82.4% | $5,586-99.8% | $70-83.2% |