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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,885 |
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 | $42,506 | $50,106-15.2% | $69,779-39.1% | $57,658-26.3% |
| Participation rate | 96.7% | 70.9%+25.8pp | 71.8%+24.9pp | 70.2%+26.5pp |
| Annual return | 6.17% | 14.58%-8.4pp | 12.99%-6.8pp | 5.13%+1.0pp |
| Employer contribution / active EE | $2,662 | $1,739+53.0% | $2,338+13.8% | $1,974+34.9% |
| Participant deferral / active EE | $2,570 | $2,486+3.4% | $2,931-12.3% | $3,061-16.0% |
| Admin fee / account holder | $28 | $89-68.9% | $4,381-99.4% | $95-70.6% |