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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,445 |
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 | $39,358 | $46,173-14.8% | $170,435-76.9% | $69,631-43.5% |
| Participation rate | 99.7% | 63.9%+35.8pp | 83.6%+16.1pp | 70.7%+29.0pp |
| Annual return | 46.70% | 21.62%+25.1pp | 205.94%-159.2pp | 27571.02%-27524.3pp |
| Employer contribution / active EE | $9,253 | $1,610+474.8% | $5,432+70.3% | $2,032+355.3% |
| Participant deferral / active EE | $10,282 | $2,080+394.3% | $4,939+108.2% | $3,224+219.0% |
| Admin fee / account holder | $36 | $116-68.6% | $13,881-99.7% | $110-67.1% |