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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,025 |
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 | $71,306 | $72,492-1.6% | $87,102-18.1% | $72,983-2.3% |
| Participation rate | 87.6% | 72.8%+14.8pp | 76.9%+10.8pp | 69.5%+18.2pp |
| Annual return | 30.41% | 24.46%+6.0pp | 28.19%+2.2pp | 81.01%-50.6pp |
| Employer contribution / active EE | $1,504 | $1,894-20.6% | $2,521-40.4% | $2,440-38.4% |
| Participant deferral / active EE | $4,721 | $3,270+44.4% | $4,048+16.6% | $3,608+30.9% |
| Admin fee / account holder | $62 | $5,055-98.8% | $7,491-99.2% | $5,124-98.8% |