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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,352 |
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 | $44,054 | $62,928-30.0% | $172,752-74.5% | $67,579-34.8% |
| Participation rate | 92.7% | 64.5%+28.2pp | 82.6%+10.1pp | 71.3%+21.4pp |
| Annual return | 22.81% | 30.36%-7.5pp | 802.97%-780.2pp | 378.56%-355.7pp |
| Employer contribution / active EE | $4,536 | $1,636+177.2% | $5,144-11.8% | $2,148+111.2% |
| Participant deferral / active EE | $3,995 | $2,145+86.3% | $5,198-23.1% | $3,539+12.9% |
| Admin fee / account holder | $64 | $167-61.9% | $13,955-99.5% | $142-55.3% |