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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,200 |
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 | $72,257 | $99,628-27.5% | $105,218-31.3% | $59,188+22.1% |
| Participation rate | 95.7% | 80.5%+15.3pp | 77.2%+18.5pp | 69.4%+26.3pp |
| Annual return | 0.12% | 3.21%-3.1pp | 5.33%-5.2pp | 5.51%-5.4pp |
| Employer contribution / active EE | $2,919 | $2,454+19.0% | $3,255-10.3% | $2,098+39.1% |
| Participant deferral / active EE | $5,539 | $4,189+32.2% | $4,867+13.8% | $3,265+69.7% |
| Admin fee / account holder | $4 | $62-94.4% | $6,992-99.9% | $92-96.2% |