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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $348 |
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 | $34,294 | $62,543-45.2% | $83,323-58.8% | $55,725-38.5% |
| Participation rate | 86.7% | 78.4%+8.3pp | 77.8%+8.9pp | 70.9%+15.9pp |
| Annual return | -1.79% | 14.85%-16.6pp | 10.63%-12.4pp | 244.93%-246.7pp |
| Employer contribution / active EE | $1,823 | $2,427-24.9% | $3,379-46.0% | $2,078-12.3% |
| Participant deferral / active EE | $9,531 | $5,682+67.7% | $5,565+71.3% | $3,356+184.0% |
| Admin fee / account holder | $4 | $103-96.6% | $7,539-100.0% | $115-97.0% |