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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $550 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $90,353 | $100,801-10.4% | $149,730-39.7% | $73,412+23.1% |
| Participation rate | 92.1% | 77.7%+14.4pp | 82.5%+9.6pp | 72.2%+19.9pp |
| Annual return | 23.66% | 265.34%-241.7pp | 276.70%-253.0pp | 59.30%-35.6pp |
| Employer contribution / active EE | $667 | $3,312-79.9% | $4,645-85.6% | $2,234-70.2% |
| Participant deferral / active EE | $7,620 | $6,404+19.0% | $6,843+11.4% | $3,806+100.2% |
| Admin fee / account holder | $2 | $181-99.0% | $9,310-100.0% | $158-98.8% |