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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,621 |
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 | $35,911 | $61,473-41.6% | $81,726-56.1% | $73,412-51.1% |
| Participation rate | 91.6% | 72.4%+19.2pp | 72.0%+19.6pp | 72.2%+19.4pp |
| Annual return | 16.75% | 28.26%-11.5pp | 29.49%-12.7pp | 59.30%-42.5pp |
| Employer contribution / active EE | $1,362 | $1,898-28.2% | $4,311-68.4% | $2,234-39.0% |
| Participant deferral / active EE | $3,978 | $3,080+29.1% | $7,108-44.0% | $3,806+4.5% |
| Admin fee / account holder | $13 | $125-89.6% | $5,160-99.7% | $158-91.8% |