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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $625 |
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 | $98,191 | $80,753+21.6% | $136,298-28.0% | $62,293+57.6% |
| Participation rate | 83.2% | 73.5%+9.6pp | 81.9%+1.2pp | 69.5%+13.7pp |
| Annual return | 19.54% | 35.83%-16.3pp | 5156.27%-5136.7pp | 28.90%-9.4pp |
| Employer contribution / active EE | $1,289 | $2,884-55.3% | $4,696-72.5% | $2,042-36.9% |
| Participant deferral / active EE | $7,174 | $5,164+38.9% | $6,247+14.8% | $3,169+126.4% |
| Admin fee / account holder | $6 | $525-98.9% | $9,244-99.9% | $479-98.7% |