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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,831 |
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 | $32,840 | $80,177-59.0% | $123,894-73.5% | $57,658-43.0% |
| Participation rate | 97.9% | 74.4%+23.4pp | 81.4%+16.5pp | 70.2%+27.7pp |
| Annual return | 14.16% | 17.90%-3.7pp | 47.52%-33.4pp | 5.13%+9.0pp |
| Employer contribution / active EE | $3,020 | $2,913+3.7% | $4,617-34.6% | $1,974+53.0% |
| Participant deferral / active EE | $6,682 | $5,130+30.3% | $5,984+11.7% | $3,061+118.3% |
| Admin fee / account holder | $6 | $106-94.2% | $8,357-99.9% | $95-93.5% |