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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 22-3558384 | Advisory (Plan) | $57,682 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,068 |
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 | $65,993 | $62,166+6.2% | $81,353-18.9% | $74,459-11.4% |
| Participation rate | 99.6% | 64.1%+35.5pp | 69.5%+30.0pp | 67.2%+32.3pp |
| Annual return | 15.88% | 16.50%-0.6pp | 24.82%-8.9pp | 1369.70%-1353.8pp |
| Employer contribution / active EE | $2,487 | $1,881+32.2% | $2,464+0.9% | $2,626-5.3% |
| Participant deferral / active EE | $5,960 | $3,223+84.9% | $3,885+53.4% | $4,350+37.0% |
| Admin fee / account holder | $267 | $1,925-86.1% | $5,766-95.4% | $1,945-86.3% |