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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,593 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $279,959 | $89,652+212.3% | $141,197+98.3% | $65,186+329.5% |
| Participation rate | 95.0% | 74.7%+20.3pp | 82.5%+12.5pp | 70.2%+24.8pp |
| Annual return | 22.68% | 32.79%-10.1pp | 71.41%-48.7pp | 29.39%-6.7pp |
| Employer contribution / active EE | $16,039 | $3,065+423.4% | $4,736+238.7% | $2,177+636.8% |
| Participant deferral / active EE | $7,896 | $5,691+38.7% | $6,710+17.7% | $3,514+124.7% |
| Admin fee / account holder | $83 | $569-85.5% | $10,265-99.2% | $847-90.3% |