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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $81,784 |
MERCER1+ years Service code 27 · EIN 30-0282430 | Advisory (Plan) | $32,972 |
CARON & BLETZER, PLLC1+ years Service code 10 · EIN 04-3499945 | Accounting | $10,270 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $362,553 | $153,743+135.8% | $197,124+83.9% | $103,975+248.7% |
| Participation rate | 98.9% | 91.1%+7.8pp | 86.7%+12.2pp | 72.5%+26.4pp |
| Annual return | 16.49% | 17.60%-1.1pp | 44.34%-27.9pp | 19.41%-2.9pp |
| Employer contribution / active EE | $15,147 | $5,424+179.3% | $6,227+143.2% | $3,722+306.9% |
| Participant deferral / active EE | $17,251 | $9,152+88.5% | $9,135+88.9% | $5,343+222.9% |
| Admin fee / account holder | $83 | $131-37.1% | $16,298-99.5% | $332-75.1% |