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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $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 | $55,423-56.4% | $155,602-84.5% | $74,400-67.5% |
| Participation rate | 92.5% | 61.9%+30.6pp | 78.2%+14.3pp | 67.2%+25.3pp |
| Annual return | 14.99% | 269.07%-254.1pp | 64.81%-49.8pp | 1367.51%-1352.5pp |
| Employer contribution / active EE | $1,343 | $2,266-40.7% | $4,675-71.3% | $2,624-48.8% |
| Participant deferral / active EE | $1,710 | $2,835-39.7% | $5,629-69.6% | $4,348-60.7% |
| Admin fee / account holder | $9 | $1,744-99.5% | $15,923-99.9% | $1,944-99.5% |