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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$139,176 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $152,593 | $72,770+109.7% | $67,652+125.6% | $55,191+176.5% |
| Participation rate | 86.2% | 78.8%+7.4pp | 75.7%+10.6pp | 69.2%+17.1pp |
| Annual return | 2.44% | -3.26%+5.7pp | 6625.40%-6623.0pp | 10.78%-8.3pp |
| Employer contribution / active EE | $0 | $1,769-100.0% | $2,266-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $5,472 | $3,408+60.5% | $3,560+53.7% | $3,046+79.6% |
| Admin fee / account holder | -$159 | $79-301.6% | $4,821-103.3% | $91-275.0% |