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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $63,056 |
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 | $82,247 | $88,122-6.7% | $141,177-41.7% | $67,579+21.7% |
| Participation rate | 91.3% | 76.5%+14.8pp | 82.5%+8.8pp | 71.3%+20.0pp |
| Annual return | 32.92% | 75.40%-42.5pp | 71.40%-38.5pp | 378.56%-345.6pp |
| Employer contribution / active EE | $5,584 | $3,224+73.2% | $4,736+17.9% | $2,148+160.0% |
| Participant deferral / active EE | $13,747 | $5,958+130.7% | $6,710+104.9% | $3,539+288.4% |
| Admin fee / account holder | $104 | $131-20.5% | $10,263-99.0% | $142-26.9% |