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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $27,470 |
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 | $113,536 | $66,319+71.2% | $93,621+21.3% | $65,186+74.2% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | 21.65% | 42.59%-20.9pp | 32.76%-11.1pp | 29.39%-7.7pp |
| Employer contribution / active EE | $5,663 | $2,013+181.3% | $2,719+108.3% | $2,177+160.1% |
| Participant deferral / active EE | $6,576 | $3,343+96.7% | $4,070+61.6% | $3,514+87.1% |
| Admin fee / account holder | $175 | $6,900-97.5% | $7,890-97.8% | $847-79.3% |