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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,550 |
FIRST CLEARING LLC1+ years Service code 61 · EIN 23-2384840 | Finders' fees / placement fees | $0 |
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 | $53,492 | $62,324-14.2% | $68,509-21.9% | $55,191-3.1% |
| Participation rate | 83.0% | 78.9%+4.1pp | 74.7%+8.3pp | 69.2%+13.9pp |
| Annual return | -0.27% | 4.26%-4.5pp | 8.27%-8.5pp | 10.78%-11.1pp |
| Employer contribution / active EE | $974 | $2,223-56.2% | $2,278-57.2% | $1,899-48.7% |
| Participant deferral / active EE | $2,985 | $3,425-12.8% | $3,382-11.7% | $3,046-2.0% |
| Admin fee / account holder | $9 | $91-90.3% | $5,275-99.8% | $91-90.2% |