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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $19,609 |
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 | $82,186 | $69,159+18.8% | $125,195-34.4% | $67,582+21.6% |
| Participation rate | 95.6% | 78.2%+17.4pp | 79.8%+15.9pp | 71.3%+24.4pp |
| Annual return | 21.75% | 27.12%-5.4pp | 43.79%-22.0pp | 378.57%-356.8pp |
| Employer contribution / active EE | $4,201 | $2,023+107.6% | $3,866+8.7% | $2,148+95.6% |
| Participant deferral / active EE | $4,739 | $3,700+28.1% | $4,937-4.0% | $3,539+33.9% |
| Admin fee / account holder | $20 | $142-86.0% | $9,704-99.8% | $142-86.0% |