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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $26,875 |
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 | $85,665 | $88,324-3.0% | $115,038-25.5% | $55,191+55.2% |
| Participation rate | 93.4% | 72.5%+20.9pp | 81.4%+12.0pp | 69.2%+24.2pp |
| Annual return | 2.15% | 6.30%-4.1pp | 26.14%-24.0pp | 10.78%-8.6pp |
| Employer contribution / active EE | $3,374 | $2,805+20.3% | $4,608-26.8% | $1,899+77.7% |
| Participant deferral / active EE | $13,838 | $5,042+174.4% | $6,026+129.6% | $3,046+354.3% |
| Admin fee / account holder | $26 | $105-74.9% | $8,175-99.7% | $91-70.8% |