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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,419 |
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 | $71,433 | $62,267+14.7% | $110,243-35.2% | $55,725+28.2% |
| Participation rate | 97.2% | 78.1%+19.1pp | 79.8%+17.4pp | 70.9%+26.4pp |
| Annual return | -4.96% | -1.07%-3.9pp | 314.76%-319.7pp | 244.93%-249.9pp |
| Employer contribution / active EE | $3,235 | $1,941+66.6% | $3,827-15.5% | $2,078+55.7% |
| Participant deferral / active EE | $9,524 | $3,516+170.9% | $4,672+103.8% | $3,356+183.8% |
| Admin fee / account holder | $6 | $121-94.7% | $8,548-99.9% | $115-94.4% |