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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $211,496 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER AND TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $38,100 |
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 | $173,822 | $122,596+41.8% | $184,243-5.7% | $199,921-13.1% |
| Participation rate | 95.9% | 86.9%+8.9pp | 86.8%+9.0pp | 72.0%+23.9pp |
| Annual return | 16.14% | 144.14%-128.0pp | 28.82%-12.7pp | 34.28%-18.1pp |
| Employer contribution / active EE | $4,839 | $4,570+5.9% | $6,427-24.7% | $3,035+59.4% |
| Participant deferral / active EE | $9,220 | $7,972+15.7% | $9,132+1.0% | $5,089+81.2% |
| Admin fee / account holder | $38 | $120-68.1% | $13,914-99.7% | $269-85.7% |