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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,256 |
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 | $43,428 | $107,378-59.6% | $108,582-60.0% | $57,658-24.7% |
| Participation rate | 87.8% | 77.1%+10.7pp | 79.6%+8.3pp | 70.2%+17.6pp |
| Annual return | 6.18% | 12.80%-6.6pp | -51.70%+57.9pp | 5.13%+1.0pp |
| Employer contribution / active EE | $923 | $1,782-48.2% | $3,758-75.4% | $1,974-53.2% |
| Participant deferral / active EE | $3,093 | $3,221-4.0% | $4,311-28.2% | $3,061+1.1% |
| Admin fee / account holder | $7 | $108-93.3% | $7,645-99.9% | $95-92.3% |