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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,850 |
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 | $96,981 | $32,085+202.3% | $40,145,923-99.8% | $57,658+68.2% |
| Participation rate | 83.7% | 66.0%+17.8pp | 68.4%+15.3pp | 70.2%+13.5pp |
| Annual return | 8.09% | 9.60%-1.5pp | 5.24%+2.9pp | 5.13%+3.0pp |
| Employer contribution / active EE | $1,595 | $1,179+35.3% | $1,844-13.5% | $1,974-19.2% |
| Participant deferral / active EE | $5,557 | $1,957+183.9% | $2,591+114.5% | $3,061+81.6% |
| Admin fee / account holder | $16 | $75-78.8% | $2,903-99.5% | $95-83.1% |