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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $143 |
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 | $138,502 | $77,817+78.0% | $123,553+12.1% | $64,173+115.8% |
| Participation rate | 96.5% | 74.7%+21.8pp | 82.3%+14.2pp | 69.6%+26.9pp |
| Annual return | -6.80% | 12.49%-19.3pp | 119.21%-126.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $14,654 | $3,014+386.2% | $4,628+216.6% | $2,381+515.5% |
| Participant deferral / active EE | $25,758 | $5,240+391.6% | $6,426+300.8% | $3,470+642.4% |
| Admin fee / account holder | $1 | $5,519-100.0% | $9,284-100.0% | $4,887-100.0% |