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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,635 |
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 | $36,651 | $72,770-49.6% | $67,653-45.8% | $55,191-33.6% |
| Participation rate | 92.7% | 78.8%+13.9pp | 75.7%+17.1pp | 69.2%+23.6pp |
| Annual return | -0.34% | -3.26%+2.9pp | 6625.22%-6625.6pp | 10.78%-11.1pp |
| Employer contribution / active EE | $1,495 | $1,769-15.5% | $2,266-34.0% | $1,899-21.3% |
| Participant deferral / active EE | $3,694 | $3,408+8.4% | $3,560+3.8% | $3,046+21.2% |
| Admin fee / account holder | $14 | $79-81.7% | $4,821-99.7% | $91-84.1% |