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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,381 |
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 | $43,523 | $65,118-33.2% | $76,767-43.3% | $55,725-21.9% |
| Participation rate | 99.2% | 79.6%+19.6pp | 77.0%+22.2pp | 70.9%+28.3pp |
| Annual return | -5.17% | -1.27%-3.9pp | 2.43%-7.6pp | 244.93%-250.1pp |
| Employer contribution / active EE | $0 | $1,941-100.0% | $2,485-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $3,029 | $3,688-17.9% | $3,852-21.4% | $3,356-9.7% |
| Admin fee / account holder | $16 | $116-86.5% | $6,675-99.8% | $115-86.4% |