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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $30,170 |
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 | $87,712 | $68,092+28.8% | $73,309+19.6% | $59,188+48.2% |
| Participation rate | 94.8% | 78.1%+16.7pp | 74.9%+19.9pp | 69.4%+25.3pp |
| Annual return | 1.97% | 5.93%-4.0pp | 5.67%-3.7pp | 5.51%-3.5pp |
| Employer contribution / active EE | $3,923 | $2,018+94.4% | $3,237+21.2% | $2,098+87.0% |
| Participant deferral / active EE | $14,653 | $5,041+190.7% | $4,991+193.6% | $3,265+348.8% |
| Admin fee / account holder | $5 | $630-99.3% | $5,635-99.9% | $92-95.0% |