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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,128 |
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 | $88,840 | $63,314+40.3% | $91,004-2.4% | $62,293+42.6% |
| Participation rate | 82.8% | 73.3%+9.5pp | 75.6%+7.2pp | 69.5%+13.3pp |
| Annual return | 17.54% | 21.00%-3.5pp | 4.60%+12.9pp | 28.90%-11.4pp |
| Employer contribution / active EE | $1,882 | $1,807+4.1% | $2,456-23.4% | $2,042-7.9% |
| Participant deferral / active EE | $2,203 | $2,944-25.2% | $3,548-37.9% | $3,169-30.5% |
| Admin fee / account holder | $37 | $468-92.1% | $5,417-99.3% | $479-92.3% |