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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,997 |
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 | $58,842 | $107,378-45.2% | $108,582-45.8% | $57,658+2.1% |
| Participation rate | 81.5% | 77.1%+4.4pp | 79.6%+1.9pp | 70.2%+11.3pp |
| Annual return | 14.66% | 12.80%+1.9pp | -51.70%+66.4pp | 5.13%+9.5pp |
| Employer contribution / active EE | $891 | $1,782-50.0% | $3,758-76.3% | $1,974-54.8% |
| Participant deferral / active EE | $2,149 | $3,221-33.3% | $4,311-50.1% | $3,061-29.8% |
| Admin fee / account holder | $12 | $108-88.8% | $7,645-99.8% | $95-87.1% |