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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $75,907 |
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 | $113,953 | $78,419+45.3% | $133,971-14.9% | $73,412+55.2% |
| Participation rate | 97.3% | 78.6%+18.7pp | 79.8%+17.5pp | 72.2%+25.1pp |
| Annual return | 22.59% | 33.35%-10.8pp | 45.09%-22.5pp | 59.30%-36.7pp |
| Employer contribution / active EE | $3,357 | $2,044+64.3% | $3,919-14.3% | $2,234+50.3% |
| Participant deferral / active EE | $9,954 | $3,925+153.6% | $5,047+97.2% | $3,806+161.6% |
| Admin fee / account holder | $142 | $161-11.9% | $8,929-98.4% | $158-10.0% |