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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,591 |
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 | $67,519 | $107,378-37.1% | $108,582-37.8% | $57,661+17.1% |
| Participation rate | 96.2% | 77.1%+19.1pp | 79.6%+16.6pp | 70.2%+26.0pp |
| Annual return | 9.87% | 12.80%-2.9pp | -51.70%+61.6pp | 5.13%+4.7pp |
| Employer contribution / active EE | $1,269 | $1,782-28.8% | $3,758-66.2% | $1,974-35.7% |
| Participant deferral / active EE | $4,301 | $3,221+33.6% | $4,311-0.2% | $3,061+40.5% |
| Admin fee / account holder | $10 | $108-91.1% | $7,645-99.9% | $95-89.8% |