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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$53,326 |
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 | $91,177 | $80,177+13.7% | $123,894-26.4% | $57,658+58.1% |
| Participation rate | 81.7% | 74.4%+7.3pp | 81.4%+0.3pp | 70.2%+11.5pp |
| Annual return | 8.43% | 17.90%-9.5pp | 47.52%-39.1pp | 5.13%+3.3pp |
| Employer contribution / active EE | $2,628 | $2,913-9.8% | $4,617-43.1% | $1,974+33.2% |
| Participant deferral / active EE | $9,590 | $5,130+86.9% | $5,984+60.3% | $3,061+213.3% |
| Admin fee / account holder | -$69 | $106-165.2% | $8,357-100.8% | $95-173.3% |