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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $21,221 |
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 | $38,454 | $100,801-61.9% | $149,730-74.3% | $73,412-47.6% |
| Participation rate | 85.9% | 77.7%+8.2pp | 82.5%+3.4pp | 72.2%+13.7pp |
| Annual return | 32.51% | 265.34%-232.8pp | 276.70%-244.2pp | 59.30%-26.8pp |
| Employer contribution / active EE | $2,539 | $3,312-23.3% | $4,645-45.3% | $2,234+13.7% |
| Participant deferral / active EE | $6,919 | $6,404+8.0% | $6,843+1.1% | $3,806+81.8% |
| Admin fee / account holder | $70 | $181-61.0% | $9,310-99.2% | $158-55.4% |