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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $98,611 |
FINANCIAL ENGINES3+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $67,698 |
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 | $147,999 | $86,338+71.4% | $91,994+60.9% | $77,775+90.3% |
| Participation rate | 97.7% | 82.9%+14.7pp | 78.6%+19.0pp | 73.2%+24.5pp |
| Annual return | 23.18% | 29.65%-6.5pp | 69.04%-45.9pp | 32.58%-9.4pp |
| Employer contribution / active EE | $4,642 | $2,988+55.4% | $3,453+34.4% | $2,504+85.4% |
| Participant deferral / active EE | $9,956 | $6,908+44.1% | $5,924+68.1% | $3,966+151.0% |
| Admin fee / account holder | $93 | $79+16.8% | $7,744-98.8% | $100-7.4% |