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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,010 |
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 | $68,023 | $58,093+17.1% | $80,022-15.0% | $56,289+20.8% |
| Participation rate | 83.4% | 73.6%+9.8pp | 75.8%+7.6pp | 69.9%+13.6pp |
| Annual return | -5.94% | 34.63%-40.6pp | 11.22%-17.2pp | -9.96%+4.0pp |
| Employer contribution / active EE | $1,886 | $1,933-2.4% | $2,468-23.6% | $2,111-10.7% |
| Participant deferral / active EE | $2,185 | $3,136-30.3% | $3,686-40.7% | $3,350-34.8% |
| Admin fee / account holder | $16 | $623-97.4% | $6,521-99.7% | $521-96.9% |