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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,513 |
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 | $88,939 | $55,657+59.8% | $63,412+40.3% | $55,191+61.1% |
| Participation rate | 80.6% | 63.4%+17.1pp | 67.1%+13.5pp | 69.2%+11.4pp |
| Annual return | 1.83% | -0.22%+2.0pp | 4.04%-2.2pp | 10.78%-8.9pp |
| Employer contribution / active EE | $1,404 | $1,026+36.9% | $1,814-22.6% | $1,899-26.0% |
| Participant deferral / active EE | $5,295 | $1,817+191.4% | $2,496+112.2% | $3,046+73.8% |
| Admin fee / account holder | $14 | $272-94.8% | $3,753-99.6% | $91-84.3% |