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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,179 |
Annual investment return 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 | $114,449 | $86,341+32.6% | $125,195-8.6% | $65,186+75.6% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | 12.69% | 27.44%-14.7pp | 43.79%-31.1pp | 29.39%-16.7pp |
| Employer contribution / active EE | $3,217 | $2,040+57.7% | $3,866-16.8% | $2,177+47.8% |
| Participant deferral / active EE | $6,287 | $3,538+77.7% | $4,937+27.3% | $3,514+78.9% |
| Admin fee / account holder | $29 | $609-95.2% | $9,704-99.7% | $847-96.6% |