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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $47,191 |
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 | $83,027 | $101,523-18.2% | $141,191-41.2% | $77,775+6.8% |
| Participation rate | 80.1% | 77.4%+2.8pp | 82.5%-2.3pp | 73.2%+6.9pp |
| Annual return | 31.33% | 56.22%-24.9pp | 71.41%-40.1pp | 32.58%-1.2pp |
| Employer contribution / active EE | $2,116 | $3,341-36.7% | $4,736-55.3% | $2,504-15.5% |
| Participant deferral / active EE | $10,729 | $6,434+66.8% | $6,710+59.9% | $3,966+170.5% |
| Admin fee / account holder | $20 | $92-78.7% | $10,264-99.8% | $100-80.5% |