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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $81,123 |
FINANCIAL ENGINES4+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $38,179 |
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 | $32,627 | $77,559-57.9% | $68,612-52.4% | $75,289-56.7% |
| Participation rate | 98.8% | 78.3%+20.5pp | 72.2%+26.6pp | 72.4%+26.4pp |
| Annual return | -4.38% | -1.01%-3.4pp | -4.63%+0.2pp | -0.04%-4.3pp |
| Employer contribution / active EE | $2,207 | $1,993+10.7% | $2,625-15.9% | $2,405-8.3% |
| Participant deferral / active EE | $2,782 | $3,128-11.0% | $3,311-16.0% | $3,739-25.6% |
| Admin fee / account holder | $35 | $90-61.1% | $5,131-99.3% | $102-65.7% |