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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,989 |
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 | $122,160 | $88,515+38.0% | $162,171-24.7% | $67,579+80.8% |
| Participation rate | 93.2% | 86.8%+6.4pp | 87.6%+5.6pp | 71.3%+21.9pp |
| Annual return | 30.65% | 27.04%+3.6pp | 115.60%-85.0pp | 378.56%-347.9pp |
| Employer contribution / active EE | $8,706 | $3,563+144.3% | $5,613+55.1% | $2,148+305.3% |
| Participant deferral / active EE | $12,083 | $5,724+111.1% | $7,297+65.6% | $3,539+241.4% |
| Admin fee / account holder | $56 | $124-54.4% | $10,843-99.5% | $142-60.3% |