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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $107,220 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN, PLLC Service code 10 · EIN 38-1357951 | Accounting | $16,200 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,776 | $107,415-77.9% | $135,982-82.5% | $80,169-70.3% |
| Participation rate | 82.4% | 78.0%+4.4pp | 81.9%+0.5pp | 72.9%+9.5pp |
| Annual return | 42.27% | 91.99%-49.7pp | 68.32%-26.1pp | 40.39%+1.9pp |
| Employer contribution / active EE | $501 | $3,878-87.1% | $4,859-89.7% | $2,978-83.2% |
| Participant deferral / active EE | $3,262 | $8,189-60.2% | $7,760-58.0% | $5,016-35.0% |
| Admin fee / account holder | $62 | $127-51.3% | $10,767-99.4% | $145-57.3% |