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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,818 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $73,454 | $80,005-8.2% | $140,019-47.5% | $55,725+31.8% |
| Participation rate | 84.9% | 87.0%-2.1pp | 87.5%-2.6pp | 70.9%+14.0pp |
| Annual return | -1.02% | 0.46%-1.5pp | 651.15%-652.2pp | 244.93%-245.9pp |
| Employer contribution / active EE | $0 | $3,403-100.0% | $5,605-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $9,657 | $5,264+83.5% | $6,927+39.4% | $3,356+187.8% |
| Admin fee / account holder | $4 | $116-96.9% | $10,705-100.0% | $115-96.8% |