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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $32,871 |
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 | $29,943 | $54,237-44.8% | $90,304-66.8% | $67,579-55.7% |
| Participation rate | 92.9% | 68.6%+24.3pp | 73.3%+19.6pp | 71.3%+21.6pp |
| Annual return | 23.01% | 37.27%-14.3pp | 78.13%-55.1pp | 378.56%-355.5pp |
| Employer contribution / active EE | $965 | $1,846-47.7% | $2,855-66.2% | $2,148-55.1% |
| Participant deferral / active EE | $2,776 | $2,625+5.8% | $3,885-28.5% | $3,539-21.6% |
| Admin fee / account holder | $52 | $123-57.9% | $5,354-99.0% | $142-63.5% |