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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STONEHILL FIDUCIARY Service code 16 · EIN 45-5608425 | Consulting | $20,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,979 |
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 | $186,963 | $69,383+169.5% | $101,275+84.6% | $73,497+154.4% |
| Participation rate | 95.4% | 68.4%+27.1pp | 75.8%+19.6pp | 70.7%+24.7pp |
| Annual return | 25.14% | 18.46%+6.7pp | 46.48%-21.3pp | 28.51%-3.4pp |
| Employer contribution / active EE | $1,084 | $2,628-58.8% | $3,660-70.4% | $2,270-52.3% |
| Participant deferral / active EE | $9,449 | $3,301+186.3% | $4,371+116.2% | $3,740+152.6% |
| Admin fee / account holder | $80 | $704-88.6% | $5,948-98.7% | $513-84.4% |