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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $54,618 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,481 |
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 | $98,920 | $91,406+8.2% | $130,062-23.9% | $74,473+32.8% |
| Participation rate | 98.8% | 77.8%+21.0pp | 78.5%+20.3pp | 70.7%+28.0pp |
| Annual return | 18.19% | 23.21%-5.0pp | -137.37%+155.6pp | 34.36%-16.2pp |
| Employer contribution / active EE | $2,230 | $2,565-13.1% | $4,322-48.4% | $2,638-15.5% |
| Participant deferral / active EE | $7,524 | $4,724+59.3% | $5,821+29.3% | $4,530+66.1% |
| Admin fee / account holder | $108 | $283-62.0% | $10,601-99.0% | $347-68.9% |