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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,594 |
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 | $46,449 | $56,640-18.0% | $78,002-40.5% | $55,167-15.8% |
| Participation rate | 75.1% | 73.3%+1.8pp | 75.5%-0.4pp | 69.0%+6.1pp |
| Annual return | 7.32% | 2868.48%-2861.2pp | 425.99%-418.7pp | 169.23%-161.9pp |
| Employer contribution / active EE | $225 | $1,724-86.9% | $2,470-90.9% | $1,963-88.5% |
| Participant deferral / active EE | $2,658 | $2,778-4.3% | $3,497-24.0% | $3,054-13.0% |
| Admin fee / account holder | $27 | $467-94.2% | $5,481-99.5% | $504-94.7% |