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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $75,148 |
AMERICAN FUNDS1+ years Filed as: ADVANCED CAPITAL GROUP Service code 27 · EIN 41-1921960 | Advisory (Plan) | $51,457 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,534 | $81,321+118.3% | $68,509+159.1% | $59,188+199.9% |
| Participation rate | 99.6% | 83.8%+15.8pp | 74.7%+24.9pp | 69.4%+30.2pp |
| Annual return | 0.61% | 4.65%-4.0pp | 8.27%-7.7pp | 5.51%-4.9pp |
| Employer contribution / active EE | $8,492 | $3,297+157.6% | $2,278+272.8% | $2,098+304.8% |
| Participant deferral / active EE | $9,208 | $4,592+100.5% | $3,382+172.2% | $3,265+182.0% |
| Admin fee / account holder | $36 | $62-40.9% | $5,275-99.3% | $92-60.4% |