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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,089 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $2,000 |
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 | $79,961 | $56,640+41.2% | $78,002+2.5% | $55,167+44.9% |
| Participation rate | 91.4% | 73.3%+18.1pp | 75.5%+15.9pp | 69.0%+22.4pp |
| Annual return | 6.69% | 2868.48%-2861.8pp | 425.99%-419.3pp | 169.23%-162.5pp |
| Employer contribution / active EE | $1,958 | $1,724+13.6% | $2,470-20.7% | $1,963-0.2% |
| Participant deferral / active EE | $2,351 | $2,778-15.4% | $3,497-32.8% | $3,054-23.0% |
| Admin fee / account holder | $57 | $467-87.8% | $5,481-99.0% | $504-88.7% |