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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $99,104 |
HAYS COMPANIES4 years Filed as: HAYS FINANCIAL GROUP Service code 27 · EIN 41-1931920 | Advisory (Plan) | $65,000 |
Filed as: TURNER, WARREN, HWANG & CONRAD AC Service code 10 · EIN 95-4083485 | Accounting | $16,150 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
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 | $87,142 | $50,860+71.3% | $155,574-44.0% | $77,714+12.1% |
| Participation rate | 95.6% | 63.1%+32.5pp | 78.2%+17.4pp | 70.6%+25.0pp |
| Annual return | 17.51% | 34.86%-17.4pp | 64.87%-47.4pp | 31.26%-13.7pp |
| Employer contribution / active EE | $3,683 | $1,991+85.0% | $4,676-21.2% | $2,727+35.1% |
| Participant deferral / active EE | $14,715 | $2,825+420.9% | $5,629+161.4% | $4,649+216.5% |
| Admin fee / account holder | $170 | $436-61.1% | $15,914-98.9% | $433-60.8% |