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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $29,871 |
Service code 16 · EIN 36-4001764 | Consulting | $22,888 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,175 | $95,417+144.4% | $135,974+71.5% | $74,460+213.2% |
| Participation rate | 96.8% | 78.2%+18.6pp | 81.9%+14.9pp | 70.7%+26.1pp |
| Annual return | 21.84% | 32.76%-10.9pp | 68.30%-46.5pp | 34.38%-12.5pp |
| Employer contribution / active EE | $8,448 | $3,878+117.9% | $4,859+73.9% | $2,638+220.2% |
| Participant deferral / active EE | $11,607 | $7,789+49.0% | $7,760+49.6% | $4,530+156.2% |
| Admin fee / account holder | $214 | $266-19.7% | $10,767-98.0% | $348-38.6% |