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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $71,770 |
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 | $74,486 | $102,389-27.3% | $100,540-25.9% | $90,274-17.5% |
| Participation rate | 97.4% | 84.0%+13.3pp | 79.4%+18.0pp | 73.4%+24.0pp |
| Annual return | 30.34% | 22.50%+7.8pp | 30.90%-0.6pp | 53.97%-23.6pp |
| Employer contribution / active EE | $6,368 | $3,056+108.4% | $3,419+86.3% | $2,523+152.4% |
| Participant deferral / active EE | $23,731 | $7,514+215.8% | $6,272+278.4% | $4,231+460.9% |
| Admin fee / account holder | $15 | $83-82.3% | $8,082-99.8% | $114-87.1% |