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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,384 |
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 | $110,579 | $64,909+70.4% | $82,312+34.3% | $62,293+77.5% |
| Participation rate | 71.8% | 74.9%-3.1pp | 76.9%-5.1pp | 69.5%+2.2pp |
| Annual return | 21.18% | 21.18%0pp | 25.88%-4.7pp | 28.90%-7.7pp |
| Employer contribution / active EE | $924 | $1,676-44.9% | $2,428-62.0% | $2,042-54.8% |
| Participant deferral / active EE | $2,855 | $3,103-8.0% | $3,706-23.0% | $3,169-9.9% |
| Admin fee / account holder | $62 | $440-85.9% | $5,608-98.9% | $479-87.0% |