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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,600 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,548 | $72,770-37.4% | $67,652-32.7% | $55,191-17.5% |
| Participation rate | 94.5% | 78.8%+15.7pp | 75.7%+18.8pp | 69.2%+25.3pp |
| Annual return | 0.88% | -3.26%+4.1pp | 6625.40%-6624.5pp | 10.78%-9.9pp |
| Employer contribution / active EE | $0 | $1,769-100.0% | $2,266-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,527 | $3,408-25.9% | $3,560-29.0% | $3,046-17.1% |
| Admin fee / account holder | $12 | $79-84.8% | $4,821-99.8% | $91-86.8% |