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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $75,347 |
FINANCIAL ENGINES1+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $29,574 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,217 | $54,890-37.7% | $63,244-45.9% | $59,188-42.2% |
| Participation rate | 95.4% | 75.6%+19.9pp | 71.0%+24.4pp | 69.4%+26.0pp |
| Annual return | 0.66% | 4.56%-3.9pp | -70.31%+71.0pp | 5.51%-4.8pp |
| Employer contribution / active EE | $1,954 | $1,831+6.7% | $2,322-15.8% | $2,098-6.9% |
| Participant deferral / active EE | $2,605 | $2,803-7.1% | $2,953-11.8% | $3,265-20.2% |
| Admin fee / account holder | $45 | $66-32.6% | $5,893-99.2% | $92-51.7% |