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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,568 |
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 | $138,449 | $71,802+92.8% | $133,975+3.3% | $57,658+140.1% |
| Participation rate | 97.2% | 85.5%+11.7pp | 87.1%+10.1pp | 70.2%+26.9pp |
| Annual return | 8.69% | 13.51%-4.8pp | 29.29%-20.6pp | 5.13%+3.6pp |
| Employer contribution / active EE | $6,321 | $3,161+100.0% | $5,211+21.3% | $1,974+220.3% |
| Participant deferral / active EE | $15,088 | $4,606+227.6% | $6,282+140.2% | $3,061+393.0% |
| Admin fee / account holder | $8 | $88-91.2% | $9,324-99.9% | $95-91.8% |