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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,765 |
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 | $120,091 | $100,801+19.1% | $149,730-19.8% | $73,412+63.6% |
| Participation rate | 92.3% | 77.7%+14.6pp | 82.5%+9.8pp | 72.2%+20.1pp |
| Annual return | 18.63% | 265.34%-246.7pp | 276.70%-258.1pp | 59.30%-40.7pp |
| Employer contribution / active EE | $6,652 | $3,312+100.9% | $4,645+43.2% | $2,234+197.8% |
| Participant deferral / active EE | $10,146 | $6,404+58.4% | $6,843+48.3% | $3,806+166.6% |
| Admin fee / account holder | $2 | $181-98.9% | $9,310-100.0% | $158-98.8% |