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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $931 |
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 | $132,215 | $78,428+68.6% | $95,960+37.8% | $79,852+65.6% |
| Participation rate | 94.2% | 73.5%+20.7pp | 77.1%+17.2pp | 69.6%+24.6pp |
| Annual return | 17.25% | 19.37%-2.1pp | 91.63%-74.4pp | 31.72%-14.5pp |
| Employer contribution / active EE | $1,542 | $1,945-20.7% | $2,541-39.3% | $2,471-37.6% |
| Participant deferral / active EE | $7,322 | $3,440+112.8% | $4,167+75.7% | $3,740+95.7% |
| Admin fee / account holder | $14 | $5,622-99.8% | $6,797-99.8% | $5,306-99.7% |