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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$25,729 |
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 | $136,175 | $68,413+99.0% | $123,105+10.6% | $55,191+146.7% |
| Participation rate | 97.4% | 84.5%+12.9pp | 86.8%+10.7pp | 69.2%+28.3pp |
| Annual return | 5.10% | 6.30%-1.2pp | 13.22%-8.1pp | 10.78%-5.7pp |
| Employer contribution / active EE | $10,117 | $3,050+231.7% | $5,151+96.4% | $1,899+432.8% |
| Participant deferral / active EE | $11,020 | $4,490+145.4% | $6,229+76.9% | $3,046+261.8% |
| Admin fee / account holder | -$24 | $88-126.8% | $9,014-100.3% | $91-125.9% |