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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $106,550 |
HAYS COMPANIES3 years Filed as: HAYS FINANCIAL GROUP Service code 27 · EIN 41-1931920 | Advisory (Plan) | $51,513 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
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 | $42,206 | $89,465-52.8% | $165,100-74.4% | $77,762-45.7% |
| Participation rate | 75.8% | 78.6%-2.9pp | 78.6%-2.8pp | 70.6%+5.2pp |
| Annual return | 12.54% | 28.86%-16.3pp | 70.21%-57.7pp | 31.27%-18.7pp |
| Employer contribution / active EE | $1,111 | $2,565-56.7% | $4,348-74.4% | $2,728-59.3% |
| Participant deferral / active EE | $4,176 | $4,904-14.8% | $6,035-30.8% | $4,651-10.2% |
| Admin fee / account holder | $172 | $340-49.5% | $12,696-98.6% | $433-60.4% |