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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $74,800 |
FINANCIAL ENGINES2+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $33,221 |
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 | $34,095 | $58,758-42.0% | $69,779-51.1% | $63,975-46.7% |
| Participation rate | 89.9% | 77.5%+12.5pp | 71.8%+18.1pp | 71.1%+18.8pp |
| Annual return | 7.46% | 18.05%-10.6pp | 12.99%-5.5pp | 48.65%-41.2pp |
| Employer contribution / active EE | $2,011 | $1,973+1.9% | $2,338-14.0% | $2,182-7.8% |
| Participant deferral / active EE | $2,392 | $2,912-17.9% | $2,931-18.4% | $3,356-28.7% |
| Admin fee / account holder | $39 | $71-45.5% | $4,381-99.1% | $70-45.1% |