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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 38-2722519 | Advisory (Plan) | $188,133 |
Service code 37 · EIN 04-2647786 | Loan Processing | $174,286 |
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 | $61,263 | $50,169+22.1% | $149,740-59.1% | $80,187-23.6% |
| Participation rate | 81.9% | 64.3%+17.6pp | 78.8%+3.1pp | 72.9%+8.9pp |
| Annual return | 25.30% | 29.82%-4.5pp | 134.51%-109.2pp | 40.40%-15.1pp |
| Employer contribution / active EE | $3,959 | $1,869+111.8% | $4,821-17.9% | $2,980+32.9% |
| Participant deferral / active EE | $9,802 | $3,194+206.9% | $5,683+72.5% | $5,016+95.4% |
| Admin fee / account holder | $91 | $153-40.1% | $13,222-99.3% | $145-37.0% |