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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $81,913 |
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 | $37,288 | $52,722-29.3% | $90,440-58.8% | $73,412-49.2% |
| Participation rate | 91.9% | 67.7%+24.1pp | 72.7%+19.2pp | 72.2%+19.7pp |
| Annual return | 17.06% | 20.70%-3.6pp | 1294.38%-1277.3pp | 59.30%-42.2pp |
| Employer contribution / active EE | $1,181 | $1,872-36.9% | $3,263-63.8% | $2,234-47.1% |
| Participant deferral / active EE | $3,139 | $2,810+11.7% | $3,964-20.8% | $3,806-17.5% |
| Admin fee / account holder | $133 | $117+14.2% | $5,615-97.6% | $158-15.5% |