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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$49,156 |
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 | $86,319 | $75,388+14.5% | $123,549-30.1% | $55,725+54.9% |
| Participation rate | 95.0% | 75.7%+19.3pp | 82.3%+12.7pp | 70.9%+24.1pp |
| Annual return | -3.34% | 4.48%-7.8pp | 119.20%-122.5pp | 244.93%-248.3pp |
| Employer contribution / active EE | $7,091 | $3,063+131.5% | $4,628+53.2% | $2,078+241.2% |
| Participant deferral / active EE | $24,858 | $5,651+339.9% | $6,426+286.9% | $3,356+640.8% |
| Admin fee / account holder | $53 | $120-55.6% | $9,284-99.4% | $115-53.8% |