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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,071 |
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 | $109,772 | $80,177+36.9% | $123,894-11.4% | $57,658+90.4% |
| Participation rate | 99.6% | 74.4%+25.2pp | 81.4%+18.2pp | 70.2%+29.4pp |
| Annual return | 33.07% | 17.90%+15.2pp | 47.52%-14.4pp | 5.13%+27.9pp |
| Employer contribution / active EE | $6,665 | $2,913+128.8% | $4,617+44.4% | $1,974+237.7% |
| Participant deferral / active EE | $8,238 | $5,130+60.6% | $5,984+37.7% | $3,061+169.2% |
| Admin fee / account holder | $6 | $106-94.7% | $8,357-99.9% | $95-94.0% |