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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,024 |
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 | $62,986 | $155,795-59.6% | $136,298-53.8% | $69,631-9.5% |
| Participation rate | 92.7% | 75.2%+17.4pp | 81.9%+10.7pp | 70.7%+22.0pp |
| Annual return | 45.86% | 232464.33%-232418.5pp | 5156.27%-5110.4pp | 27571.02%-27525.2pp |
| Employer contribution / active EE | $3,824 | $2,991+27.8% | $4,696-18.6% | $2,032+88.2% |
| Participant deferral / active EE | $12,348 | $5,394+128.9% | $6,247+97.7% | $3,224+283.0% |
| Admin fee / account holder | $10 | $128-92.5% | $9,244-99.9% | $110-91.3% |