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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,875 |
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 | $67,228 | $72,770-7.6% | $67,652-0.6% | $55,191+21.8% |
| Participation rate | 80.2% | 78.8%+1.4pp | 75.7%+4.6pp | 69.2%+11.1pp |
| Annual return | 1.20% | -3.26%+4.5pp | 6625.40%-6624.2pp | 10.78%-9.6pp |
| Employer contribution / active EE | $964 | $1,769-45.5% | $2,266-57.5% | $1,899-49.2% |
| Participant deferral / active EE | $6,810 | $3,408+99.8% | $3,560+91.3% | $3,046+123.5% |
| Admin fee / account holder | $4 | $79-95.5% | $4,821-99.9% | $91-96.1% |