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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,873 |
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 | $29,057 | $59,186-50.9% | $76,768-62.1% | $56,287-48.4% |
| Participation rate | 90.0% | 75.2%+14.7pp | 77.0%+13.0pp | 69.9%+20.1pp |
| Annual return | -5.43% | 6.62%-12.0pp | 2.43%-7.9pp | -9.96%+4.5pp |
| Employer contribution / active EE | $512 | $1,759-70.9% | $2,485-79.4% | $2,111-75.8% |
| Participant deferral / active EE | $2,807 | $3,255-13.7% | $3,852-27.1% | $3,350-16.2% |
| Admin fee / account holder | $35 | $489-92.9% | $6,675-99.5% | $521-93.3% |