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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,869 |
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 | $82,387 | $98,776-16.6% | $149,745-45.0% | $79,856+3.2% |
| Participation rate | 93.2% | 75.8%+17.4pp | 82.5%+10.7pp | 69.6%+23.5pp |
| Annual return | 13.68% | 27.38%-13.7pp | 276.72%-263.0pp | 31.71%-18.0pp |
| Employer contribution / active EE | $6,066 | $3,217+88.5% | $4,646+30.6% | $2,471+145.5% |
| Participant deferral / active EE | $10,339 | $5,681+82.0% | $6,843+51.1% | $3,741+176.4% |
| Admin fee / account holder | $9 | $6,053-99.9% | $9,312-99.9% | $5,306-99.8% |