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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $82,888 |
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 | $21,338 | $31,810-32.9% | $64,105-66.7% | $59,188-63.9% |
| Participation rate | 82.0% | 57.7%+24.3pp | 68.2%+13.9pp | 69.4%+12.6pp |
| Annual return | 1.54% | 9.41%-7.9pp | 791.24%-789.7pp | 5.51%-4.0pp |
| Employer contribution / active EE | $285 | $659-56.8% | $1,820-84.4% | $2,098-86.4% |
| Participant deferral / active EE | $2,104 | $1,582+33.0% | $2,822-25.4% | $3,265-35.5% |
| Admin fee / account holder | $20 | $57-64.3% | $4,499-99.5% | $92-78.0% |