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| Provider | Service type | Compensation |
|---|---|---|
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $13,960 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,849 |
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 | $57,559 | $39,948+44.1% | $89,414-35.6% | $73,412-21.6% |
| Participation rate | 88.7% | 50.4%+38.3pp | 68.0%+20.7pp | 72.2%+16.5pp |
| Annual return | 33.90% | 50.12%-16.2pp | 245.50%-211.6pp | 59.30%-25.4pp |
| Employer contribution / active EE | $401 | $1,200-66.6% | $2,586-84.5% | $2,234-82.1% |
| Participant deferral / active EE | $4,190 | $2,193+91.1% | $3,890+7.7% | $3,806+10.1% |
| Admin fee / account holder | $31 | $134-77.0% | $4,883-99.4% | $158-80.5% |