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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,642 |
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 | $63,303 | $79,519-20.4% | $95,964-34.0% | $73,412-13.8% |
| Participation rate | 90.1% | 81.2%+8.9pp | 77.1%+13.0pp | 72.2%+17.9pp |
| Annual return | 14.22% | 19.20%-5.0pp | 91.64%-77.4pp | 59.30%-45.1pp |
| Employer contribution / active EE | $2,894 | $2,048+41.3% | $2,541+13.9% | $2,234+29.6% |
| Participant deferral / active EE | $4,890 | $4,138+18.2% | $4,167+17.4% | $3,806+28.5% |
| Admin fee / account holder | -$4 | $184-102.2% | $6,797-100.1% | $158-102.5% |