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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$23,749 |
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 | $107,864 | $78,419+37.5% | $133,971-19.5% | $73,412+46.9% |
| Participation rate | 97.0% | 78.6%+18.4pp | 79.8%+17.2pp | 72.2%+24.9pp |
| Annual return | 22.42% | 33.35%-10.9pp | 45.09%-22.7pp | 59.30%-36.9pp |
| Employer contribution / active EE | $2,469 | $2,044+20.8% | $3,919-37.0% | $2,234+10.5% |
| Participant deferral / active EE | $6,445 | $3,925+64.2% | $5,047+27.7% | $3,806+69.4% |
| Admin fee / account holder | -$26 | $161-115.9% | $8,929-100.3% | $158-116.3% |