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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,344 |
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 | $54,723 | $78,781-30.5% | $100,530-45.6% | $73,412-25.5% |
| Participation rate | 77.1% | 80.0%-3.0pp | 79.4%-2.3pp | 72.2%+4.9pp |
| Annual return | 35.38% | 31.69%+3.7pp | 30.89%+4.5pp | 59.30%-23.9pp |
| Employer contribution / active EE | $549 | $2,420-77.3% | $3,418-83.9% | $2,234-75.4% |
| Participant deferral / active EE | $12,885 | $6,537+97.1% | $6,271+105.5% | $3,806+238.6% |
| Admin fee / account holder | $90 | $145-38.2% | $8,083-98.9% | $158-43.1% |