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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,588 |
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 | $149,390 | $66,302+125.3% | $110,243+35.5% | $56,289+165.4% |
| Participation rate | 94.1% | 74.9%+19.1pp | 79.8%+14.2pp | 69.9%+24.2pp |
| Annual return | -4.56% | -1.18%-3.4pp | 314.76%-319.3pp | -9.96%+5.4pp |
| Employer contribution / active EE | $1,988 | $2,047-2.9% | $3,827-48.0% | $2,111-5.8% |
| Participant deferral / active EE | $7,259 | $3,381+114.7% | $4,672+55.4% | $3,350+116.7% |
| Admin fee / account holder | $14 | $698-98.0% | $8,548-99.8% | $521-97.3% |