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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $103,549 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,000 |
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 | $108,484 | $127,481-14.9% | $149,730-27.5% | $90,274+20.2% |
| Participation rate | 97.7% | 78.2%+19.4pp | 82.5%+15.2pp | 73.4%+24.3pp |
| Annual return | 32.13% | 57.78%-25.6pp | 276.70%-244.6pp | 53.97%-21.8pp |
| Employer contribution / active EE | $3,409 | $3,448-1.1% | $4,645-26.6% | $2,523+35.1% |
| Participant deferral / active EE | $11,009 | $6,975+57.8% | $6,843+60.9% | $4,231+160.2% |
| Admin fee / account holder | $98 | $152-35.3% | $9,310-98.9% | $114-13.9% |