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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $116,371 |
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 | $82,384 | $105,173-21.7% | $87,102-5.4% | $77,775+5.9% |
| Participation rate | 87.8% | 85.8%+2.0pp | 76.9%+10.9pp | 73.2%+14.6pp |
| Annual return | 23.56% | 24.52%-1.0pp | 28.19%-4.6pp | 32.58%-9.0pp |
| Employer contribution / active EE | $3,537 | $2,890+22.4% | $2,521+40.3% | $2,504+41.3% |
| Participant deferral / active EE | $4,832 | $5,048-4.3% | $4,048+19.4% | $3,966+21.8% |
| Admin fee / account holder | $35 | $105-66.9% | $7,493-99.5% | $100-65.4% |