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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $70,322 |
Filed as: PROCOURSE FIDUCIARY ADVISORS Service code 15 · EIN 45-5291215 | Recordkeeping | $35,625 |
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 | $39,636 | $57,921-31.6% | $84,753-53.2% | $57,658-31.3% |
| Participation rate | 81.1% | 72.9%+8.2pp | 76.6%+4.5pp | 70.2%+10.9pp |
| Annual return | 7.58% | 10.24%-2.7pp | 22.78%-15.2pp | 5.13%+2.4pp |
| Employer contribution / active EE | $568 | $2,598-78.1% | $3,574-84.1% | $1,974-71.2% |
| Participant deferral / active EE | $2,761 | $2,742+0.7% | $3,712-25.6% | $3,061-9.8% |
| Admin fee / account holder | $132 | $130+2.0% | $5,333-97.5% | $95+39.9% |