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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,514 |
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 | $69,186 | $89,739-22.9% | $149,721-53.8% | $62,293+11.1% |
| Participation rate | 99.2% | 85.1%+14.1pp | 87.1%+12.1pp | 69.5%+29.6pp |
| Annual return | 33.86% | 21.01%+12.9pp | 1501.67%-1467.8pp | 28.90%+5.0pp |
| Employer contribution / active EE | $3,760 | $3,233+16.3% | $5,444-30.9% | $2,042+84.1% |
| Participant deferral / active EE | $9,644 | $4,797+101.0% | $6,568+46.8% | $3,169+204.3% |
| Admin fee / account holder | $64 | $551-88.4% | $11,282-99.4% | $479-86.7% |