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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,544 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,235 | $155,795-72.9% | $136,297-69.0% | $69,631-39.3% |
| Participation rate | 72.8% | 75.2%-2.4pp | 81.9%-9.1pp | 70.7%+2.2pp |
| Annual return | 49.86% | 232464.33%-232414.5pp | 5156.16%-5106.3pp | 27571.02%-27521.2pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,696-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $9,473 | $5,394+75.6% | $6,247+51.6% | $3,224+193.9% |
| Admin fee / account holder | $4 | $128-97.2% | $9,244-100.0% | $110-96.7% |