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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $12,745 |
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 | $199,267 | $75,183+165.0% | $123,894+60.8% | $55,167+261.2% |
| Participation rate | 90.2% | 72.8%+17.3pp | 81.4%+8.7pp | 69.0%+21.2pp |
| Annual return | 7.44% | 19.01%-11.6pp | 47.52%-40.1pp | 169.23%-161.8pp |
| Employer contribution / active EE | $15,360 | $2,823+444.0% | $4,617+232.7% | $1,963+682.6% |
| Participant deferral / active EE | $7,359 | $5,084+44.7% | $5,984+23.0% | $3,054+141.0% |
| Admin fee / account holder | $80 | $663-88.0% | $8,357-99.0% | $504-84.2% |