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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $25,128 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $5,248 |
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 | $63,808 | $87,125-26.8% | $108,410-41.1% | $86,813-26.5% |
| Participation rate | 74.1% | 80.5%-6.4pp | 80.1%-6.0pp | 72.3%+1.8pp |
| Annual return | 20.20% | 25.21%-5.0pp | 905.34%-885.1pp | 97.93%-77.7pp |
| Employer contribution / active EE | $1,966 | $2,477-20.6% | $3,558-44.8% | $2,406-18.3% |
| Participant deferral / active EE | $5,579 | $6,944-19.7% | $6,562-15.0% | $4,131+35.0% |
| Admin fee / account holder | $43 | $130-67.1% | $7,296-99.4% | $170-74.8% |