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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $147,920 |
CROWE LLP4 years Service code 10 · EIN 35-0921680 | Accounting | $28,875 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,475 |
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 | $146,990 | $130,224+12.9% | $197,124-25.4% | $79,634+84.6% |
| Participation rate | 98.3% | 87.8%+10.4pp | 86.7%+11.5pp | 62.5%+35.8pp |
| Annual return | 16.58% | 23.65%-7.1pp | 44.34%-27.8pp | 36.46%-19.9pp |
| Employer contribution / active EE | $5,743 | $4,314+33.1% | $6,227-7.8% | $2,529+127.1% |
| Participant deferral / active EE | $12,455 | $7,378+68.8% | $9,135+36.3% | $3,835+224.8% |
| Admin fee / account holder | $279 | $254+9.6% | $16,298-98.3% | $1,002-72.2% |