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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $57,787 |
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 | $66,838 | $62,928+6.2% | $172,755-61.3% | $67,579-1.1% |
| Participation rate | 98.6% | 64.5%+34.2pp | 82.6%+16.0pp | 71.3%+27.4pp |
| Annual return | 34.16% | 30.36%+3.8pp | 802.94%-768.8pp | 378.56%-344.4pp |
| Employer contribution / active EE | $9,242 | $1,636+464.9% | $5,144+79.7% | $2,148+330.3% |
| Participant deferral / active EE | $13,542 | $2,145+531.4% | $5,198+160.5% | $3,539+282.6% |
| Admin fee / account holder | $119 | $167-28.3% | $13,955-99.1% | $142-16.1% |