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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $114,536 |
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 | $128,559 | $102,389+25.6% | $100,540+27.9% | $90,274+42.4% |
| Participation rate | 86.6% | 84.0%+2.6pp | 79.4%+7.2pp | 73.4%+13.3pp |
| Annual return | 17.16% | 22.50%-5.3pp | 30.90%-13.7pp | 53.97%-36.8pp |
| Employer contribution / active EE | $1,910 | $3,056-37.5% | $3,419-44.1% | $2,523-24.3% |
| Participant deferral / active EE | $12,067 | $7,514+60.6% | $6,272+92.4% | $4,231+185.2% |
| Admin fee / account holder | $74 | $83-11.6% | $8,082-99.1% | $114-35.5% |