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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $49,960 |
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 | $58,128 | $100,801-42.3% | $149,730-61.2% | $73,412-20.8% |
| Participation rate | 94.2% | 77.7%+16.5pp | 82.5%+11.7pp | 72.2%+22.0pp |
| Annual return | 41.78% | 265.34%-223.6pp | 276.70%-234.9pp | 59.30%-17.5pp |
| Employer contribution / active EE | $7,900 | $3,312+138.6% | $4,645+70.1% | $2,234+253.7% |
| Participant deferral / active EE | $15,712 | $6,404+145.3% | $6,843+129.6% | $3,806+312.9% |
| Admin fee / account holder | $61 | $181-66.4% | $9,310-99.3% | $158-61.6% |