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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,642 |
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 | $33,516 | $47,456-29.4% | $172,757-80.6% | $77,775-56.9% |
| Participation rate | 91.2% | 66.3%+24.9pp | 82.6%+8.6pp | 73.2%+18.0pp |
| Annual return | 36.45% | 35.57%+0.9pp | 803.06%-766.6pp | 32.58%+3.9pp |
| Employer contribution / active EE | $1,914 | $1,574+21.6% | $5,144-62.8% | $2,504-23.6% |
| Participant deferral / active EE | $6,993 | $2,560+173.2% | $5,198+34.5% | $3,966+76.3% |
| Admin fee / account holder | $13 | $81-83.8% | $13,956-99.9% | $100-86.9% |