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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,275 |
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 | $37,418 | $62,543-40.2% | $83,327-55.1% | $55,725-32.9% |
| Participation rate | 86.3% | 78.4%+7.9pp | 77.8%+8.5pp | 70.9%+15.4pp |
| Annual return | 6.73% | 14.85%-8.1pp | 10.64%-3.9pp | 244.93%-238.2pp |
| Employer contribution / active EE | $4,612 | $2,427+90.0% | $3,379+36.5% | $2,078+121.9% |
| Participant deferral / active EE | $10,049 | $5,682+76.9% | $5,565+80.6% | $3,356+199.5% |
| Admin fee / account holder | $3 | $103-97.2% | $7,540-100.0% | $115-97.5% |