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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,388 |
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 | $49,282 | $69,305-28.9% | $82,312-40.1% | $69,631-29.2% |
| Participation rate | 95.9% | 80.3%+15.6pp | 76.9%+19.0pp | 70.7%+25.2pp |
| Annual return | 18.78% | 21.47%-2.7pp | 25.88%-7.1pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $3 | $1,887-99.8% | $2,428-99.9% | $2,032-99.9% |
| Participant deferral / active EE | $2,559 | $3,568-28.3% | $3,706-30.9% | $3,224-20.6% |
| Admin fee / account holder | $14 | $97-85.6% | $5,608-99.8% | $110-87.4% |