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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,850 |
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 | $106,403 | $63,905+66.5% | $74,184+43.4% | $57,658+84.5% |
| Participation rate | 97.1% | 79.8%+17.4pp | 76.6%+20.5pp | 70.2%+26.9pp |
| Annual return | 7.10% | 60.60%-53.5pp | 17.74%-10.6pp | 5.13%+2.0pp |
| Employer contribution / active EE | $3,780 | $1,840+105.4% | $2,370+59.5% | $1,974+91.5% |
| Participant deferral / active EE | $6,984 | $3,448+102.5% | $3,550+96.7% | $3,061+128.2% |
| Admin fee / account holder | $29 | $91-68.4% | $5,586-99.5% | $95-69.5% |