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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,418 |
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 | $74,936 | $80,177-6.5% | $123,894-39.5% | $57,658+30.0% |
| Participation rate | 86.6% | 74.4%+12.1pp | 81.4%+5.2pp | 70.2%+16.3pp |
| Annual return | 10.60% | 17.90%-7.3pp | 47.52%-36.9pp | 5.13%+5.5pp |
| Employer contribution / active EE | $4,354 | $2,913+49.5% | $4,617-5.7% | $1,974+120.6% |
| Participant deferral / active EE | $9,307 | $5,130+81.4% | $5,984+55.5% | $3,061+204.1% |
| Admin fee / account holder | $4 | $106-96.7% | $8,357-100.0% | $95-96.3% |