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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,263 |
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 | $36,838 | $55,790-34.0% | $76,667-52.0% | $67,582-45.5% |
| Participation rate | 92.7% | 71.1%+21.6pp | 72.1%+20.6pp | 71.3%+21.4pp |
| Annual return | 18.36% | 64.45%-46.1pp | 1166.74%-1148.4pp | 378.57%-360.2pp |
| Employer contribution / active EE | $1,296 | $1,810-28.4% | $2,303-43.7% | $2,148-39.7% |
| Participant deferral / active EE | $4,231 | $2,875+47.2% | $3,336+26.8% | $3,539+19.5% |
| Admin fee / account holder | $13 | $159-91.6% | $6,423-99.8% | $142-90.6% |