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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $38,919 |
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 | $32,027 | $96,458-66.8% | $136,298-76.5% | $77,958-58.9% |
| Participation rate | 75.1% | 75.4%-0.3pp | 81.9%-6.8pp | 71.6%+3.5pp |
| Annual return | 35.21% | 23.78%+11.4pp | 5156.27%-5121.1pp | 20.87%+14.3pp |
| Employer contribution / active EE | $2,064 | $3,144-34.3% | $4,696-56.0% | $2,310-10.7% |
| Participant deferral / active EE | $6,374 | $5,902+8.0% | $6,247+2.0% | $3,537+80.2% |
| Admin fee / account holder | $11 | $80-85.8% | $9,244-99.9% | $97-88.3% |