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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 33 · EIN 23-1945930 | Participant loan processing; Securiti... | $18,920 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $286,179 | $161,888+76.8% | $147,318+94.3% | $100,573+184.5% |
| Participation rate | 98.2% | 78.1%+20.1pp | 82.1%+16.1pp | 70.9%+27.3pp |
| Annual return | 13.53% | 22.84%-9.3pp | 70.43%-56.9pp | 18.89%-5.4pp |
| Employer contribution / active EE | $0 | $5,949-100.0% | $4,593-100.0% | $3,763-100.0% |
| Participant deferral / active EE | $16,499 | $9,384+75.8% | $7,906+108.7% | $4,921+235.3% |
| Admin fee / account holder | $2 | $198-99.1% | $13,708-100.0% | $454-99.6% |