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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $27,866 |
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 | $36,161 | $64,286-43.8% | $106,387-66.0% | $55,725-35.1% |
| Participation rate | 94.5% | 75.2%+19.3pp | 77.5%+17.0pp | 70.9%+23.6pp |
| Annual return | -5.79% | 0.84%-6.6pp | 0.25%-6.0pp | 244.93%-250.7pp |
| Employer contribution / active EE | $775 | $2,367-67.2% | $3,520-78.0% | $2,078-62.7% |
| Participant deferral / active EE | $3,872 | $4,158-6.9% | $5,421-28.6% | $3,356+15.4% |
| Admin fee / account holder | $37 | $102-63.4% | $7,510-99.5% | $115-67.5% |