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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $66,109 |
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 | $51,104 | $111,608-54.2% | $177,848-71.3% | $73,412-30.4% |
| Participation rate | 92.3% | 87.9%+4.5pp | 87.7%+4.6pp | 72.2%+20.2pp |
| Annual return | 20.26% | 18.23%+2.0pp | 48.33%-28.1pp | 59.30%-39.0pp |
| Employer contribution / active EE | $4,503 | $3,796+18.6% | $5,919-23.9% | $2,234+101.6% |
| Participant deferral / active EE | $7,003 | $6,199+13.0% | $7,714-9.2% | $3,806+84.0% |
| Admin fee / account holder | $96 | $166-42.1% | $12,431-99.2% | $158-39.3% |