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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $139,302 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $62,000 |
WITHUMSMITH+BROWN, PC2 years Filed as: WITHUMSMITH+BROWN, P.C. Service code 10 · EIN 22-2027092 | Accounting | $15,912 |
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 | $80,531 | $95,369-15.6% | $135,942-40.8% | $74,440+8.2% |
| Participation rate | 97.3% | 78.2%+19.1pp | 81.9%+15.4pp | 70.7%+26.5pp |
| Annual return | 23.73% | 32.72%-9.0pp | 68.28%-44.5pp | 34.37%-10.6pp |
| Employer contribution / active EE | $6,844 | $3,878+76.5% | $4,858+40.9% | $2,638+159.5% |
| Participant deferral / active EE | $14,386 | $7,788+84.7% | $7,759+85.4% | $4,529+217.7% |
| Admin fee / account holder | $163 | $266-38.9% | $10,764-98.5% | $348-53.2% |