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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,974 |
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 | $171,138 | $95,048+80.1% | $141,200+21.2% | $82,204+108.2% |
| Participation rate | 93.9% | 73.7%+20.1pp | 82.5%+11.4pp | 73.4%+20.5pp |
| Annual return | 28.13% | 26.89%+1.2pp | 71.41%-43.3pp | 26.31%+1.8pp |
| Employer contribution / active EE | $5,602 | $2,921+91.8% | $4,736+18.3% | $2,707+106.9% |
| Participant deferral / active EE | $17,627 | $5,907+198.4% | $6,710+162.7% | $4,246+315.2% |
| Admin fee / account holder | -$10 | $78-112.9% | $10,265-100.1% | $76-113.3% |