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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,813 |
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 | $34,087 | $63,905-46.7% | $74,184-54.1% | $57,658-40.9% |
| Participation rate | 96.9% | 79.8%+17.1pp | 76.6%+20.2pp | 70.2%+26.6pp |
| Annual return | 9.28% | 60.60%-51.3pp | 17.74%-8.5pp | 5.13%+4.2pp |
| Employer contribution / active EE | $1,327 | $1,840-27.9% | $2,370-44.0% | $1,974-32.8% |
| Participant deferral / active EE | $3,321 | $3,448-3.7% | $3,550-6.4% | $3,061+8.5% |
| Admin fee / account holder | $10 | $91-88.7% | $5,586-99.8% | $95-89.1% |