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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,465 |
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 | $75,541 | $70,002+7.9% | $115,038-34.3% | $52,331+44.4% |
| Participation rate | 78.4% | 72.1%+6.3pp | 81.4%-2.9pp | 68.1%+10.3pp |
| Annual return | -0.14% | 4.04%-4.2pp | 26.14%-26.3pp | 4.54%-4.7pp |
| Employer contribution / active EE | $957 | $2,715-64.8% | $4,608-79.2% | $1,882-49.1% |
| Participant deferral / active EE | $5,037 | $4,920+2.4% | $6,026-16.4% | $3,022+66.7% |
| Admin fee / account holder | $16 | $566-97.1% | $8,175-99.8% | $592-97.2% |