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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $79,512 |
FINANCIAL ENGINES3+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $43,540 |
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 | $34,718 | $123,286-71.8% | $75,501-54.0% | $77,958-55.5% |
| Participation rate | 80.6% | 78.8%+1.9pp | 72.4%+8.3pp | 71.6%+9.0pp |
| Annual return | 16.06% | 20.45%-4.4pp | 27.35%-11.3pp | 20.87%-4.8pp |
| Employer contribution / active EE | $1,613 | $2,035-20.7% | $2,352-31.4% | $2,310-30.2% |
| Participant deferral / active EE | $1,912 | $3,095-38.2% | $3,142-39.1% | $3,537-45.9% |
| Admin fee / account holder | $39 | $144-73.2% | $5,801-99.3% | $97-60.3% |