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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $88,590 |
Filed as: ARTHUR GALLAGHER & CO Service code 16 · EIN 36-4291971 | Consulting | $34,044 |
Filed as: BERMAN HOPKINS WRIGHT & LAHAM Service code 10 · EIN 59-1152714 | Accounting | $16,500 |
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 | $25,393 | $40,174-36.8% | $84,023-69.8% | $67,582-62.4% |
| Participation rate | 80.9% | 62.7%+18.2pp | 69.0%+11.9pp | 71.3%+9.6pp |
| Annual return | 26.78% | 25.82%+1.0pp | 71.32%-44.5pp | 378.57%-351.8pp |
| Employer contribution / active EE | $789 | $808-2.3% | $1,984-60.2% | $2,148-63.3% |
| Participant deferral / active EE | $2,984 | $2,301+29.7% | $3,239-7.9% | $3,539-15.7% |
| Admin fee / account holder | $151 | $128+17.4% | $6,102-97.5% | $142+5.9% |