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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,021 |
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 | $62,990 | $60,165+4.7% | $74,184-15.1% | $55,167+14.2% |
| Participation rate | 90.2% | 74.2%+16.0pp | 76.6%+13.5pp | 69.0%+21.2pp |
| Annual return | 8.27% | 10.00%-1.7pp | 17.74%-9.5pp | 169.23%-161.0pp |
| Employer contribution / active EE | $1,643 | $1,600+2.7% | $2,370-30.7% | $1,963-16.3% |
| Participant deferral / active EE | $4,219 | $2,973+41.9% | $3,550+18.9% | $3,054+38.1% |
| Admin fee / account holder | $30 | $419-92.9% | $5,586-99.5% | $504-94.1% |