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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $163 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,469 | $62,543-62.5% | $83,327-71.8% | $55,727-57.9% |
| Participation rate | 87.7% | 78.4%+9.3pp | 77.8%+9.9pp | 70.9%+16.8pp |
| Annual return | 32.94% | 14.85%+18.1pp | 10.64%+22.3pp | 244.94%-212.0pp |
| Employer contribution / active EE | $1 | $2,427-100.0% | $3,379-100.0% | $2,078-99.9% |
| Participant deferral / active EE | $8,415 | $5,682+48.1% | $5,565+51.2% | $3,356+150.8% |
| Admin fee / account holder | $0 | $103-99.8% | $7,540-100.0% | $115-99.8% |