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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $750 |
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 | $83,725 | $98,982-15.4% | $162,177-48.4% | $65,185+28.4% |
| Participation rate | 99.4% | 85.8%+13.6pp | 87.6%+11.9pp | 70.2%+29.2pp |
| Annual return | 27.73% | 24.84%+2.9pp | 115.60%-87.9pp | 29.38%-1.7pp |
| Employer contribution / active EE | $3,748 | $3,467+8.1% | $5,613-33.2% | $2,177+72.2% |
| Participant deferral / active EE | $10,486 | $5,384+94.8% | $7,297+43.7% | $3,514+198.4% |
| Admin fee / account holder | $4 | $596-99.4% | $10,843-100.0% | $847-99.6% |