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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $161,883 |
CAPFINANCIAL PARTNERS LLC2+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $158,023 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $157,809 |
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 | $189,176 | $144,879+30.6% | $111,319+69.9% | $93,010+103.4% |
| Participation rate | 98.3% | 86.1%+12.2pp | 77.3%+21.0pp | 73.9%+24.4pp |
| Annual return | 13.82% | 18.11%-4.3pp | 54.68%-40.9pp | 158.70%-144.9pp |
| Employer contribution / active EE | $6,656 | $3,052+118.1% | $2,732+143.7% | $2,705+146.0% |
| Participant deferral / active EE | $12,087 | $5,576+116.8% | $4,488+169.3% | $4,561+165.0% |
| Admin fee / account holder | $257 | $104+148.4% | $7,966-96.8% | $152+69.5% |