| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $772,698 |
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 | $152,845 | $56,606+170.0% | $67,836+125.3% | $65,292+134.1% |
| Participation rate | 99.1% | 62.4%+36.7pp | 68.8%+30.3pp | 72.4%+26.7pp |
| Annual return | 9.35% | 16.19%-6.8pp | 138.49%-129.1pp | 11.84%-2.5pp |
| Employer contribution / active EE | $9,964 | $1,797+454.4% | $2,404+314.5% | $2,302+332.9% |
| Participant deferral / active EE | $8,317 | $2,804+196.7% | $3,160+163.2% | $3,579+132.4% |
| Admin fee / account holder | $90 | $57+58.4% | $4,621-98.1% | $57+56.3% |