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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $256 |
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 | $148,730 | $66,750+122.8% | $105,754+40.6% | $57,658+158.0% |
| Participation rate | 74.7% | 79.2%-4.5pp | 78.9%-4.2pp | 70.2%+4.4pp |
| Annual return | 6.43% | 10.99%-4.6pp | 12.25%-5.8pp | 5.13%+1.3pp |
| Employer contribution / active EE | $1,705 | $3,766-54.7% | $4,079-58.2% | $1,974-13.6% |
| Participant deferral / active EE | $5,325 | $4,933+8.0% | $5,3260% | $3,061+74.0% |
| Admin fee / account holder | $1 | $88-98.8% | $8,309-100.0% | $95-98.9% |