Filed April 10, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,224 |
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 | $74,797 | $75,183-0.5% | $123,894-39.6% | $55,167+35.6% |
| Participation rate | 96.7% | 72.8%+23.9pp | 81.4%+15.3pp | 69.0%+27.7pp |
| Annual return | 8.88% | 19.01%-10.1pp | 47.52%-38.6pp | 169.23%-160.4pp |
| Employer contribution / active EE | $2,774 | $2,823-1.8% | $4,617-39.9% | $1,963+41.3% |
| Participant deferral / active EE | $6,162 | $5,084+21.2% | $5,984+3.0% | $3,054+101.8% |
| Admin fee / account holder | $15 | $663-97.7% | $8,357-99.8% | $504-97.0% |