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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $12,544 |
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 | $30,000 | $69,305-56.7% | $82,312-63.6% | $69,631-56.9% |
| Participation rate | 82.5% | 80.3%+2.3pp | 76.9%+5.6pp | 70.7%+11.8pp |
| Annual return | 20.27% | 21.47%-1.2pp | 25.88%-5.6pp | 27571.02%-27550.8pp |
| Employer contribution / active EE | $824 | $1,887-56.3% | $2,428-66.1% | $2,032-59.4% |
| Participant deferral / active EE | $2,190 | $3,568-38.6% | $3,706-40.9% | $3,224-32.1% |
| Admin fee / account holder | $33 | $97-65.8% | $5,608-99.4% | $110-69.9% |