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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $122,531 |
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 | $88,301 | $71,106+24.2% | $83,327+6.0% | $75,289+17.3% |
| Participation rate | 81.4% | 82.0%-0.6pp | 77.8%+3.6pp | 72.4%+9.0pp |
| Annual return | -5.18% | -0.56%-4.6pp | 10.64%-15.8pp | -0.04%-5.1pp |
| Employer contribution / active EE | $1,884 | $2,436-22.6% | $3,379-44.2% | $2,405-21.7% |
| Participant deferral / active EE | $10,983 | $6,249+75.8% | $5,565+97.4% | $3,739+193.8% |
| Admin fee / account holder | $76 | $72+5.2% | $7,540-99.0% | $102-25.6% |