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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,019 |
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 | $41,791 | $67,598-38.2% | $75,901-44.9% | $77,775-46.3% |
| Participation rate | 97.1% | 69.6%+27.5pp | 69.3%+27.8pp | 73.2%+23.9pp |
| Annual return | 36.16% | 23.18%+13.0pp | 30.76%+5.4pp | 32.58%+3.6pp |
| Employer contribution / active EE | $1,486 | $2,430-38.8% | $2,501-40.6% | $2,504-40.6% |
| Participant deferral / active EE | $4,410 | $3,502+25.9% | $3,603+22.4% | $3,966+11.2% |
| Admin fee / account holder | $8 | $96-91.9% | $5,420-99.9% | $100-92.2% |