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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 | $101,499-31.2% | $147,005-52.5% | $74,546-6.3% |
| Participation rate | 99.6% | 75.5%+24.0pp | 82.2%+17.4pp | 67.2%+32.4pp |
| Annual return | 16.28% | 8732.34%-8716.1pp | 418.76%-402.5pp | 1366.03%-1349.8pp |
| Employer contribution / active EE | $3,025 | $3,811-20.6% | $4,934-38.7% | $2,624+15.3% |
| Participant deferral / active EE | $12,358 | $7,304+69.2% | $8,070+53.1% | $4,347+184.3% |
| Admin fee / account holder | $192 | $1,748-89.0% | $13,006-98.5% | $1,944-90.1% |