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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $97,554 |
NEPC, LLC1 year Service code 16 · EIN 26-1429809 | Consulting | $87,432 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $21,000 |
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 | $285,037 | $112,711+152.9% | $170,055+67.6% | $80,187+255.5% |
| Participation rate | 96.2% | 87.4%+8.8pp | 87.0%+9.2pp | 72.9%+23.2pp |
| Annual return | 22.97% | 67.06%-44.1pp | 53.43%-30.5pp | 40.40%-17.4pp |
| Employer contribution / active EE | $6,378 | $4,488+42.1% | $6,790-6.1% | $2,980+114.1% |
| Participant deferral / active EE | $20,016 | $7,861+154.6% | $10,410+92.3% | $5,016+299.0% |
| Admin fee / account holder | $77 | $99-22.7% | $12,828-99.4% | $145-47.0% |