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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,310 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,217 | $86,791-72.1% | $115,038-78.9% | $59,188-59.1% |
| Participation rate | 72.4% | 72.8%-0.4pp | 81.4%-8.9pp | 69.4%+3.0pp |
| Annual return | 5.43% | 4.44%+1.0pp | 26.14%-20.7pp | 5.51%-0.1pp |
| Employer contribution / active EE | $1,847 | $2,950-37.4% | $4,608-59.9% | $2,098-12.0% |
| Participant deferral / active EE | $5,723 | $5,298+8.0% | $6,026-5.0% | $3,265+75.3% |
| Admin fee / account holder | $5 | $95-94.7% | $8,175-99.9% | $92-94.5% |