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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $12,894 |
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 | $230,324 | $73,102+215.1% | $123,553+86.4% | $56,289+309.2% |
| Participation rate | 95.6% | 74.3%+21.3pp | 82.3%+13.3pp | 69.9%+25.7pp |
| Annual return | -4.34% | 3.01%-7.3pp | 119.21%-123.5pp | -9.96%+5.6pp |
| Employer contribution / active EE | $15,839 | $2,977+432.1% | $4,628+242.2% | $2,111+650.3% |
| Participant deferral / active EE | $7,736 | $5,423+42.7% | $6,426+20.4% | $3,350+130.9% |
| Admin fee / account holder | $73 | $554-86.8% | $9,284-99.2% | $521-85.9% |