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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,156 |
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 | $32,714 | $86,338-62.1% | $91,994-64.4% | $77,775-57.9% |
| Participation rate | 90.6% | 82.9%+7.7pp | 78.6%+12.0pp | 73.2%+17.4pp |
| Annual return | 90.03% | 29.65%+60.4pp | 69.04%+21.0pp | 32.58%+57.4pp |
| Employer contribution / active EE | $0 | $2,988-100.0% | $3,453-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $10,985 | $6,908+59.0% | $5,924+85.4% | $3,966+177.0% |
| Admin fee / account holder | $3 | $79-95.8% | $7,744-100.0% | $100-96.7% |