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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $40,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,544 |
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 | $69,828 | $101,653-31.3% | $147,080-52.5% | $74,459-6.2% |
| Participation rate | 99.6% | 75.6%+24.0pp | 82.2%+17.4pp | 67.2%+32.3pp |
| Annual return | 16.28% | 8754.98%-8738.7pp | 420.17%-403.9pp | 1369.70%-1353.4pp |
| Employer contribution / active EE | $3,025 | $3,813-20.7% | $4,933-38.7% | $2,626+15.2% |
| Participant deferral / active EE | $12,358 | $7,304+69.2% | $8,066+53.2% | $4,350+184.1% |
| Admin fee / account holder | $192 | $1,752-89.0% | $12,989-98.5% | $1,945-90.1% |