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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,119 |
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 | $74,716 | $57,096+30.9% | $94,229-20.7% | $55,191+35.4% |
| Participation rate | 72.5% | 75.7%-3.2pp | 78.8%-6.3pp | 69.2%+3.3pp |
| Annual return | -0.60% | 159.65%-160.2pp | 10.68%-11.3pp | 10.78%-11.4pp |
| Employer contribution / active EE | $2,493 | $1,708+46.0% | $3,587-30.5% | $1,899+31.3% |
| Participant deferral / active EE | $3,694 | $3,165+16.7% | $4,320-14.5% | $3,046+21.3% |
| Admin fee / account holder | $8 | $89-91.2% | $6,269-99.9% | $91-91.4% |