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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,650 |
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 | $56,044 | $81,474-31.2% | $133,959-58.2% | $73,493-23.7% |
| Participation rate | 95.7% | 76.4%+19.3pp | 79.8%+15.8pp | 70.7%+25.0pp |
| Annual return | 14.58% | 19.40%-4.8pp | 45.09%-30.5pp | 28.51%-13.9pp |
| Employer contribution / active EE | $1,931 | $2,209-12.6% | $3,919-50.7% | $2,270-14.9% |
| Participant deferral / active EE | $4,000 | $3,786+5.7% | $5,047-20.7% | $3,740+7.0% |
| Admin fee / account holder | $51 | $713-92.9% | $8,928-99.4% | $513-90.1% |