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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $63,267 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $61,842 |
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 | $67,734 | $89,282-24.1% | $94,664-28.4% | $74,460-9.0% |
| Participation rate | 74.0% | 82.4%-8.4pp | 80.8%-6.9pp | 70.7%+3.2pp |
| Annual return | 20.37% | 25.96%-5.6pp | 156.84%-136.5pp | 34.38%-14.0pp |
| Employer contribution / active EE | $2,294 | $3,022-24.1% | $3,673-37.5% | $2,638-13.0% |
| Participant deferral / active EE | $6,204 | $8,425-26.4% | $7,417-16.4% | $4,530+37.0% |
| Admin fee / account holder | $168 | $219-23.2% | $7,222-97.7% | $348-51.7% |