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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,469 |
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 | $51,427 | $185,342-72.3% | $111,308-53.8% | $86,821-40.8% |
| Participation rate | 99.5% | 81.0%+18.6pp | 77.3%+22.2pp | 72.3%+27.2pp |
| Annual return | 13.37% | 500.80%-487.4pp | 54.67%-41.3pp | 97.94%-84.6pp |
| Employer contribution / active EE | $0 | $2,246-100.0% | $2,732-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $4,149 | $4,458-6.9% | $4,487-7.5% | $4,132+0.4% |
| Admin fee / account holder | $11 | $255-95.6% | $7,965-99.9% | $170-93.4% |