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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $21,718 |
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 | $23,056 | $62,928-63.4% | $172,753-86.7% | $67,582-65.9% |
| Participation rate | 76.2% | 64.5%+11.8pp | 82.6%-6.4pp | 71.3%+5.0pp |
| Annual return | 24.21% | 30.36%-6.1pp | 803.00%-778.8pp | 378.57%-354.4pp |
| Employer contribution / active EE | $1,019 | $1,636-37.7% | $5,144-80.2% | $2,148-52.6% |
| Participant deferral / active EE | $1,463 | $2,145-31.8% | $5,198-71.9% | $3,539-58.7% |
| Admin fee / account holder | $18 | $167-89.2% | $13,956-99.9% | $142-87.4% |