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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $23,765 |
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 | $92,903 | $69,159+34.3% | $125,192-25.8% | $67,579+37.5% |
| Participation rate | 95.7% | 78.2%+17.5pp | 79.8%+15.9pp | 71.3%+24.4pp |
| Annual return | 25.68% | 27.12%-1.4pp | 43.79%-18.1pp | 378.56%-352.9pp |
| Employer contribution / active EE | $3,065 | $2,023+51.5% | $3,866-20.7% | $2,148+42.7% |
| Participant deferral / active EE | $9,610 | $3,700+159.8% | $4,937+94.6% | $3,539+171.5% |
| Admin fee / account holder | $47 | $142-66.8% | $9,704-99.5% | $142-66.9% |