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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $19,151 |
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 | $26,843 | $46,100-41.8% | $86,582-69.0% | $69,631-61.4% |
| Participation rate | 93.7% | 67.2%+26.5pp | 73.5%+20.1pp | 70.7%+23.0pp |
| Annual return | 20.10% | 21.02%-0.9pp | 965.08%-945.0pp | 27571.02%-27550.9pp |
| Employer contribution / active EE | $923 | $1,850-50.1% | $2,839-67.5% | $2,032-54.6% |
| Participant deferral / active EE | $2,417 | $2,432-0.6% | $3,609-33.0% | $3,224-25.0% |
| Admin fee / account holder | $35 | $94-62.7% | $4,904-99.3% | $110-68.3% |