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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,400 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $64,330 | $78,781-18.3% | $100,530-36.0% | $73,412-12.4% |
| Participation rate | 79.0% | 80.0%-1.0pp | 79.4%-0.4pp | 72.2%+6.8pp |
| Annual return | 23.50% | 31.69%-8.2pp | 30.89%-7.4pp | 59.30%-35.8pp |
| Employer contribution / active EE | $386 | $2,420-84.1% | $3,418-88.7% | $2,234-82.7% |
| Participant deferral / active EE | $7,916 | $6,537+21.1% | $6,271+26.2% | $3,806+108.0% |
| Admin fee / account holder | $7 | $145-95.3% | $8,083-99.9% | $158-95.7% |