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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,500 |
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 | $58,154 | $62,589-7.1% | $76,768-24.2% | $64,173-9.4% |
| Participation rate | 89.5% | 72.8%+16.7pp | 77.0%+12.6pp | 69.6%+20.0pp |
| Annual return | -5.20% | -1.95%-3.2pp | 2.43%-7.6pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,633 | $1,832-10.9% | $2,485-34.3% | $2,381-31.4% |
| Participant deferral / active EE | $4,708 | $3,145+49.7% | $3,852+22.2% | $3,470+35.7% |
| Admin fee / account holder | $60 | $4,667-98.7% | $6,675-99.1% | $4,887-98.8% |