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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $42,265 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,219 |
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 | $130,163 | $76,112+71.0% | $96,534+34.8% | $71,511+82.0% |
| Participation rate | 89.8% | 74.4%+15.4pp | 76.0%+13.8pp | 67.9%+21.9pp |
| Annual return | 26.68% | 22.81%+3.9pp | 25.88%+0.8pp | 28.86%-2.2pp |
| Employer contribution / active EE | $2,128 | $2,248-5.3% | $2,965-28.2% | $2,589-17.8% |
| Participant deferral / active EE | $11,033 | $4,217+161.7% | $4,851+127.4% | $4,291+157.2% |
| Admin fee / account holder | $275 | $2,708-89.8% | $8,253-96.7% | $1,588-82.7% |