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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $83,497 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 16 · EIN 33-0785439 | Consulting | $12,375 |
CERITY PARTNERS1 year Service code 16 · EIN 35-2467663 | Consulting | $10,375 |
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 | $161,516 | $104,336+54.8% | $159,474+1.3% | $86,821+86.0% |
| Participation rate | 95.7% | 77.7%+18.0pp | 82.8%+12.8pp | 72.3%+23.4pp |
| Annual return | 17.59% | 26.32%-8.7pp | 263.68%-246.1pp | 97.94%-80.4pp |
| Employer contribution / active EE | $6,622 | $3,451+91.9% | $4,831+37.1% | $2,406+175.2% |
| Participant deferral / active EE | $10,156 | $6,837+48.5% | $7,353+38.1% | $4,132+145.8% |
| Admin fee / account holder | $155 | $172-10.2% | $10,802-98.6% | $170-8.8% |