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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $129,553 |
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 | $107,804 | $86,338+24.9% | $91,994+17.2% | $77,775+38.6% |
| Participation rate | 83.2% | 82.9%+0.3pp | 78.6%+4.6pp | 73.2%+10.0pp |
| Annual return | 24.10% | 29.65%-5.6pp | 69.04%-44.9pp | 32.58%-8.5pp |
| Employer contribution / active EE | $1,814 | $2,988-39.3% | $3,453-47.5% | $2,504-27.5% |
| Participant deferral / active EE | $11,312 | $6,908+63.7% | $5,924+91.0% | $3,966+185.2% |
| Admin fee / account holder | $81 | $79+2.2% | $7,744-99.0% | $100-19.0% |