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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 93-0987232 | Other Commissions | $78,744 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$34,875 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $266,199 | $121,341+119.4% | $189,520+40.5% | $79,393+235.3% |
| Participation rate | 90.3% | 86.1%+4.2pp | 87.8%+2.5pp | 70.7%+19.6pp |
| Annual return | 17.17% | 21.08%-3.9pp | 555.25%-538.1pp | 116.87%-99.7pp |
| Employer contribution / active EE | $3,002 | $3,915-23.3% | $6,161-51.3% | $2,428+23.7% |
| Participant deferral / active EE | $15,020 | $6,395+134.9% | $8,220+82.7% | $4,046+271.2% |
| Admin fee / account holder | -$183 | $651-128.1% | $12,046-101.5% | $627-129.2% |