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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $470,861 |
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 | $62,050 | $329,111-81.1% | $69,779-11.1% | $329,111-81.1% |
| Participation rate | 70.0% | 67.9%+2.2pp | 71.8%-1.8pp | 67.9%+2.2pp |
| Annual return | 8.52% | 16.35%-7.8pp | 12.99%-4.5pp | 16.35%-7.8pp |
| Employer contribution / active EE | $2,171 | $2,303-5.8% | $2,338-7.2% | $2,303-5.8% |
| Participant deferral / active EE | $2,344 | $3,682-36.3% | $2,931-20.0% | $3,682-36.3% |
| Admin fee / account holder | $37 | $754-95.1% | $4,381-99.2% | $754-95.1% |