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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,638 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $71,039 | $87,834-19.1% | $133,975-47.0% | $62,881+13.0% |
| Participation rate | 84.1% | 83.4%+0.8pp | 87.1%-2.9pp | 69.3%+14.8pp |
| Annual return | 10.22% | 12.05%-1.8pp | 29.29%-19.1pp | 20.14%-9.9pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $17,113 | $4,812+255.7% | $6,282+172.4% | $3,203+434.3% |
| Admin fee / account holder | $21 | $5,372-99.6% | $9,324-99.8% | $4,296-99.5% |