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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,075 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,437 | $80,177-74.5% | $123,894-83.5% | $57,658-64.6% |
| Participation rate | 82.9% | 74.4%+8.4pp | 81.4%+1.5pp | 70.2%+12.7pp |
| Annual return | 20.74% | 17.90%+2.8pp | 47.52%-26.8pp | 5.13%+15.6pp |
| Employer contribution / active EE | $850 | $2,913-70.8% | $4,617-81.6% | $1,974-56.9% |
| Participant deferral / active EE | $4,933 | $5,130-3.8% | $5,984-17.6% | $3,061+61.2% |
| Admin fee / account holder | $8 | $106-92.4% | $8,357-99.9% | $95-91.5% |