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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $17,025 |
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 | $71,130 | $78,781-9.7% | $100,530-29.2% | $73,412-3.1% |
| Participation rate | 96.0% | 80.0%+16.0pp | 79.4%+16.6pp | 72.2%+23.8pp |
| Annual return | 23.05% | 31.69%-8.6pp | 30.89%-7.8pp | 59.30%-36.2pp |
| Employer contribution / active EE | $2,731 | $2,420+12.9% | $3,418-20.1% | $2,234+22.3% |
| Participant deferral / active EE | $17,135 | $6,537+162.1% | $6,271+173.2% | $3,806+350.3% |
| Admin fee / account holder | $23 | $145-84.2% | $8,083-99.7% | $158-85.5% |