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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,894 |
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 | $105,005 | $81,537+28.8% | $149,716-29.9% | $69,631+50.8% |
| Participation rate | 98.9% | 86.1%+12.8pp | 87.1%+11.8pp | 70.7%+28.2pp |
| Annual return | 20.05% | 22.79%-2.7pp | 1501.67%-1481.6pp | 27571.02%-27551.0pp |
| Employer contribution / active EE | $6,515 | $3,239+101.1% | $5,444+19.7% | $2,032+220.6% |
| Participant deferral / active EE | $13,336 | $4,994+167.0% | $6,568+103.0% | $3,224+313.7% |
| Admin fee / account holder | $18 | $107-82.7% | $11,282-99.8% | $110-83.3% |