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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2+ years Service code 37 · EIN 04-2647786 | Loan Processing | $5,203 |
Filed as: MORGAN STANLEY Service code 16 · EIN 26-4310632 | Consulting | $5,000 |
Filed as: TEACHERS INS AND ANNUITY ASSOC Service code 27 730 THIRD AVE · NEW YORK, NY 100173206 | Advisory (Plan) | $20 |
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 | $18,275 | $37,213-50.9% | $156,551-88.3% | $63,975-71.4% |
| Participation rate | 72.2% | 65.0%+7.2pp | 84.0%-11.9pp | 71.1%+1.0pp |
| Annual return | 9.53% | 47.89%-38.4pp | 32.23%-22.7pp | 48.65%-39.1pp |
| Employer contribution / active EE | $405 | $1,357-70.1% | $5,501-92.6% | $2,182-81.4% |
| Participant deferral / active EE | $2,147 | $2,070+3.7% | $4,871-55.9% | $3,356-36.0% |
| Admin fee / account holder | $4 | $56-92.1% | $13,028-100.0% | $70-93.6% |