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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,150 |
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 | $83,908 | $63,924+31.3% | $108,582-22.7% | $55,167+52.1% |
| Participation rate | 70.2% | 74.3%-4.2pp | 79.6%-9.4pp | 69.0%+1.2pp |
| Annual return | 6.99% | 15.31%-8.3pp | -51.70%+58.7pp | 169.23%-162.2pp |
| Employer contribution / active EE | $2,909 | $1,879+54.8% | $3,758-22.6% | $1,963+48.2% |
| Participant deferral / active EE | $4,236 | $3,067+38.1% | $4,311-1.7% | $3,054+38.7% |
| Admin fee / account holder | $8 | $618-98.7% | $7,645-99.9% | $504-98.4% |