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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $37,319 |
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 | $46,484 | $37,196+25.0% | $154,111-69.8% | $55,725-16.6% |
| Participation rate | 98.0% | 64.1%+33.9pp | 83.0%+15.0pp | 70.9%+27.2pp |
| Annual return | 3.52% | 1319.68%-1316.2pp | 735.18%-731.7pp | 244.93%-241.4pp |
| Employer contribution / active EE | $8,153 | $1,614+405.1% | $5,298+53.9% | $2,078+292.3% |
| Participant deferral / active EE | $11,754 | $2,068+468.3% | $5,081+131.4% | $3,356+250.3% |
| Admin fee / account holder | $97 | $102-4.6% | $13,411-99.3% | $115-15.8% |