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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,413 |
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 | $132,899 | $63,924+107.9% | $108,582+22.4% | $55,167+140.9% |
| Participation rate | 94.2% | 74.3%+19.8pp | 79.6%+14.6pp | 69.0%+25.2pp |
| Annual return | 7.66% | 15.31%-7.6pp | -51.70%+59.4pp | 169.23%-161.6pp |
| Employer contribution / active EE | $1,824 | $1,879-2.9% | $3,758-51.5% | $1,963-7.1% |
| Participant deferral / active EE | $6,678 | $3,067+117.8% | $4,311+54.9% | $3,054+118.7% |
| Admin fee / account holder | $13 | $618-97.9% | $7,645-99.8% | $504-97.4% |