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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $856 |
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 | $28,667 | $80,177-64.2% | $123,894-76.9% | $57,658-50.3% |
| Participation rate | 88.2% | 74.4%+13.7pp | 81.4%+6.7pp | 70.2%+17.9pp |
| Annual return | 19.02% | 17.90%+1.1pp | 47.52%-28.5pp | 5.13%+13.9pp |
| Employer contribution / active EE | $4,214 | $2,913+44.7% | $4,617-8.7% | $1,974+113.5% |
| Participant deferral / active EE | $7,965 | $5,130+55.3% | $5,984+33.1% | $3,061+160.2% |
| Admin fee / account holder | $1 | $106-98.6% | $8,357-100.0% | $95-98.5% |