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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,306 |
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 | $116,218 | $70,667+64.5% | $123,105-5.6% | $52,331+122.1% |
| Participation rate | 99.3% | 83.7%+15.6pp | 86.8%+12.6pp | 68.1%+31.2pp |
| Annual return | -0.01% | 6.23%-6.2pp | 13.22%-13.2pp | 4.54%-4.5pp |
| Employer contribution / active EE | $6,381 | $2,946+116.6% | $5,151+23.9% | $1,882+239.1% |
| Participant deferral / active EE | $4,824 | $4,493+7.4% | $6,229-22.6% | $3,022+59.6% |
| Admin fee / account holder | $31 | $506-93.8% | $9,014-99.7% | $592-94.7% |