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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $61,954 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $58,062 |
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 | $54,595 | $72,303-24.5% | $86,691-37.0% | $64,814-15.8% |
| Participation rate | 98.1% | 80.4%+17.7pp | 76.6%+21.5pp | 71.5%+26.6pp |
| Annual return | -8.69% | 392.77%-401.5pp | 35.94%-44.6pp | 32.84%-41.5pp |
| Employer contribution / active EE | $5,433 | $2,393+127.1% | $2,837+91.5% | $2,507+116.7% |
| Participant deferral / active EE | $12,407 | $4,660+166.3% | $4,656+166.5% | $4,310+187.8% |
| Admin fee / account holder | $222 | $174+27.4% | $7,492-97.0% | $188+18.0% |