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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $1,500 |
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 | $24,166 | $55,446-56.4% | $155,574-84.5% | $74,429-67.5% |
| Participation rate | 92.5% | 61.9%+30.6pp | 78.2%+14.3pp | 67.2%+25.3pp |
| Annual return | 14.99% | 269.20%-254.2pp | 64.87%-49.9pp | 1368.38%-1353.4pp |
| Employer contribution / active EE | $1,343 | $2,266-40.7% | $4,676-71.3% | $2,625-48.8% |
| Participant deferral / active EE | $1,710 | $2,836-39.7% | $5,629-69.6% | $4,348-60.7% |
| Admin fee / account holder | $9 | $1,743-99.5% | $15,914-99.9% | $1,944-99.5% |