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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $99,285 |
FINANCIAL ENGINES4+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $61,886 |
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 | $164,224 | $102,389+60.4% | $100,540+63.3% | $90,274+81.9% |
| Participation rate | 96.7% | 84.0%+12.7pp | 79.4%+17.3pp | 73.4%+23.4pp |
| Annual return | 15.99% | 22.50%-6.5pp | 30.90%-14.9pp | 53.97%-38.0pp |
| Employer contribution / active EE | $7,316 | $3,056+139.4% | $3,419+114.0% | $2,523+189.9% |
| Participant deferral / active EE | $10,294 | $7,514+37.0% | $6,272+64.1% | $4,231+143.3% |
| Admin fee / account holder | $88 | $83+6.1% | $8,082-98.9% | $114-22.6% |