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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,306 |
Annual investment return 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 | $46,301 | $71,666-35.4% | $117,860-60.7% | $69,631-33.5% |
| Participation rate | 89.1% | 77.5%+11.5pp | 79.7%+9.4pp | 70.7%+18.4pp |
| Annual return | 12.21% | 18.86%-6.6pp | 335.10%-322.9pp | 27571.02%-27558.8pp |
| Employer contribution / active EE | $954 | $1,889-49.5% | $3,786-74.8% | $2,032-53.0% |
| Participant deferral / active EE | $3,200 | $3,340-4.2% | $4,482-28.6% | $3,224-0.7% |
| Admin fee / account holder | $8 | $120-93.6% | $8,021-99.9% | $110-93.1% |