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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$10,634 |
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 | $107,543 | $65,223+64.9% | $80,022+34.4% | $55,725+93.0% |
| Participation rate | 91.4% | 80.6%+10.8pp | 75.8%+15.5pp | 70.9%+20.5pp |
| Annual return | -4.52% | 7.59%-12.1pp | 11.22%-15.7pp | 244.93%-249.5pp |
| Employer contribution / active EE | $2,964 | $2,544+16.5% | $2,468+20.1% | $2,078+42.6% |
| Participant deferral / active EE | $8,804 | $3,881+126.9% | $3,686+138.9% | $3,356+162.4% |
| Admin fee / account holder | -$12 | $114-110.8% | $6,521-100.2% | $115-110.7% |