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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $12,399 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,948 |
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 | $42,367 | $99,957-57.6% | $149,715-71.7% | $73,493-42.4% |
| Participation rate | 79.4% | 75.7%+3.7pp | 82.5%-3.0pp | 70.7%+8.8pp |
| Annual return | 23.54% | 53.87%-30.3pp | 276.66%-253.1pp | 28.51%-5.0pp |
| Employer contribution / active EE | $4,764 | $3,191+49.3% | $4,645+2.6% | $2,270+109.9% |
| Participant deferral / active EE | $8,391 | $6,073+38.2% | $6,842+22.6% | $3,740+124.4% |
| Admin fee / account holder | $95 | $551-82.8% | $9,310-99.0% | $513-81.5% |