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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 26-4310632 | Advisory (Participants) | $97,516 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$63,705 |
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 | $117,594 | $87,125+35.0% | $108,410+8.5% | $86,813+35.5% |
| Participation rate | 96.4% | 80.5%+15.9pp | 80.1%+16.3pp | 72.3%+24.1pp |
| Annual return | 24.99% | 25.21%-0.2pp | 905.34%-880.4pp | 97.93%-72.9pp |
| Employer contribution / active EE | $2,267 | $2,477-8.5% | $3,558-36.3% | $2,406-5.8% |
| Participant deferral / active EE | $9,241 | $6,944+33.1% | $6,562+40.8% | $4,131+123.7% |
| Admin fee / account holder | $36 | $130-72.1% | $7,296-99.5% | $170-78.6% |