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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $20,632 |
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 | $44,550 | $54,573-18.4% | $90,970-51.0% | $73,493-39.4% |
| Participation rate | 70.4% | 61.2%+9.2pp | 69.0%+1.4pp | 70.7%-0.3pp |
| Annual return | 12.02% | 16.69%-4.7pp | 134.58%-122.6pp | 28.51%-16.5pp |
| Employer contribution / active EE | $570 | $991-42.5% | $2,122-73.1% | $2,270-74.9% |
| Participant deferral / active EE | $3,795 | $2,517+50.8% | $3,373+12.5% | $3,740+1.5% |
| Admin fee / account holder | $85 | $521-83.8% | $5,960-98.6% | $513-83.5% |