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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $26,492 |
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 | $43,878 | $95,048-53.8% | $141,200-68.9% | $82,204-46.6% |
| Participation rate | 81.5% | 73.7%+7.8pp | 82.5%-0.9pp | 73.4%+8.1pp |
| Annual return | 38.35% | 26.89%+11.5pp | 71.41%-33.1pp | 26.31%+12.0pp |
| Employer contribution / active EE | $2,817 | $2,921-3.6% | $4,736-40.5% | $2,707+4.1% |
| Participant deferral / active EE | $9,254 | $5,907+56.7% | $6,710+37.9% | $4,246+118.0% |
| Admin fee / account holder | $4 | $78-95.0% | $10,265-100.0% | $76-94.9% |