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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,675 |
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 | $30,457 | $75,388-59.6% | $123,553-75.3% | $55,725-45.3% |
| Participation rate | 95.8% | 75.7%+20.2pp | 82.3%+13.5pp | 70.9%+25.0pp |
| Annual return | -3.84% | 4.48%-8.3pp | 119.21%-123.0pp | 244.93%-248.8pp |
| Employer contribution / active EE | $3,171 | $3,063+3.5% | $4,628-31.5% | $2,078+52.6% |
| Participant deferral / active EE | $6,548 | $5,651+15.9% | $6,426+1.9% | $3,356+95.1% |
| Admin fee / account holder | $9 | $120-92.5% | $9,284-99.9% | $115-92.2% |