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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $192,890 |
Service code 27 · EIN 95-2506099 | Advisory (Plan) | $60,000 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $14,650 |
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 | $94,238 | $105,173-10.4% | $87,102+8.2% | $77,775+21.2% |
| Participation rate | 97.4% | 85.8%+11.6pp | 76.9%+20.5pp | 73.2%+24.2pp |
| Annual return | 23.91% | 24.52%-0.6pp | 28.19%-4.3pp | 32.58%-8.7pp |
| Employer contribution / active EE | $3,632 | $2,890+25.6% | $2,521+44.0% | $2,504+45.0% |
| Participant deferral / active EE | $7,535 | $5,048+49.3% | $4,048+86.1% | $3,966+90.0% |
| Admin fee / account holder | $96 | $105-7.9% | $7,493-98.7% | $100-3.8% |