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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $141,890 |
Service code 27 · EIN 20-1131890 | Advisory (Plan) | $11,252 |
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 | $47,954 | $117,734-59.3% | $115,752-58.6% | $77,958-38.5% |
| Participation rate | 73.3% | 82.0%-8.7pp | 77.8%-4.4pp | 71.6%+1.7pp |
| Annual return | 0.00% | 17.65%-17.6pp | 19.41%-19.4pp | 20.87%-20.9pp |
| Employer contribution / active EE | $1,637 | $2,736-40.2% | $3,492-53.1% | $2,310-29.1% |
| Participant deferral / active EE | $2,498 | $4,435-43.7% | $5,204-52.0% | $3,537-29.4% |
| Admin fee / account holder | $104 | $75+39.2% | $6,278-98.3% | $97+7.1% |