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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $58,954 |
AMERICAN FUNDS1 year Filed as: COASTAL CAPITAL GROUP Service code 27 · EIN 47-3835496 | Advisory (Plan) | $33,148 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,063 | $88,122-60.2% | $141,191-75.2% | $67,579-48.1% |
| Participation rate | 94.7% | 76.5%+18.3pp | 82.5%+12.3pp | 71.3%+23.5pp |
| Annual return | 43.78% | 75.40%-31.6pp | 71.41%-27.6pp | 378.56%-334.8pp |
| Employer contribution / active EE | $2,190 | $3,224-32.1% | $4,736-53.8% | $2,148+1.9% |
| Participant deferral / active EE | $8,068 | $5,958+35.4% | $6,710+20.2% | $3,539+127.9% |
| Admin fee / account holder | $128 | $131-2.1% | $10,264-98.8% | $142-10.0% |