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| Provider | Service type | Compensation |
|---|---|---|
CROWE LLP1+ years Filed as: CROWE HORWARTH Service code 10 · EIN 35-0921680 | Accounting | $11,810 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,956 |
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 | $37,253 | $27,330+36.3% | $67,704-45.0% | $55,191-32.5% |
| Participation rate | 85.9% | 47.5%+38.3pp | 67.5%+18.4pp | 69.2%+16.7pp |
| Annual return | 1.48% | 8.81%-7.3pp | 25.41%-23.9pp | 10.78%-9.3pp |
| Employer contribution / active EE | $601 | $855-29.7% | $2,559-76.5% | $1,899-68.3% |
| Participant deferral / active EE | $3,319 | $1,709+94.2% | $3,585-7.4% | $3,046+9.0% |
| Admin fee / account holder | $29 | $109-73.4% | $4,255-99.3% | $91-68.0% |