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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 | $95,090+54.6% | $211,142-30.4% | $64,728+127.1% |
| Participation rate | 98.3% | 85.7%+12.5pp | 87.3%+11.0pp | 57.9%+40.4pp |
| Annual return | 16.58% | 49.50%-32.9pp | 46.84%-30.3pp | 49.38%-32.8pp |
| Employer contribution / active EE | $5,743 | $4,313+33.1% | $6,442-10.9% | $2,243+156.1% |
| Participant deferral / active EE | $12,455 | $6,774+83.9% | $9,284+34.2% | $2,729+356.3% |
| Admin fee / account holder | $279 | $538-48.1% | $19,076-98.5% | $1,145-75.6% |