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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,250 |
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 | $72,570 | $89,370-18.8% | $141,197-48.6% | $72,976-0.6% |
| Participation rate | 94.7% | 75.1%+19.6pp | 82.5%+12.2pp | 69.5%+25.2pp |
| Annual return | 24.43% | 111.88%-87.4pp | 71.41%-47.0pp | 81.02%-56.6pp |
| Employer contribution / active EE | $9,280 | $3,115+197.9% | $4,736+95.9% | $2,440+280.3% |
| Participant deferral / active EE | $15,814 | $5,419+191.8% | $6,710+135.7% | $3,608+338.3% |
| Admin fee / account holder | $9 | $5,957-99.8% | $10,265-99.9% | $5,124-99.8% |