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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,556 |
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 | $55,719 | $98,982-43.7% | $162,177-65.6% | $65,185-14.5% |
| Participation rate | 96.9% | 85.8%+11.1pp | 87.6%+9.3pp | 70.2%+26.7pp |
| Annual return | 0.00% | 24.84%-24.8pp | 115.60%-115.6pp | 29.38%-29.4pp |
| Employer contribution / active EE | $1,360 | $3,467-60.8% | $5,613-75.8% | $2,177-37.5% |
| Participant deferral / active EE | $3,855 | $5,384-28.4% | $7,297-47.2% | $3,514+9.7% |
| Admin fee / account holder | $58 | $596-90.3% | $10,843-99.5% | $847-93.2% |