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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $12,148 |
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 | $67,586 | $89,652-24.6% | $141,177-52.1% | $65,185+3.7% |
| Participation rate | 96.4% | 74.7%+21.7pp | 82.5%+13.9pp | 70.2%+26.2pp |
| Annual return | 35.22% | 32.79%+2.4pp | 71.40%-36.2pp | 29.38%+5.8pp |
| Employer contribution / active EE | $5,322 | $3,065+73.7% | $4,736+12.4% | $2,177+144.5% |
| Participant deferral / active EE | $13,121 | $5,691+130.5% | $6,710+95.5% | $3,514+273.4% |
| Admin fee / account holder | $65 | $569-88.6% | $10,263-99.4% | $847-92.4% |