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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC2 years Service code 27 · EIN 20-4553256 | Advisory (Plan) | $40,371 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,429 |
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 | $62,040 | $100,272-38.1% | $170,028-63.5% | $74,440-16.7% |
| Participation rate | 91.0% | 87.4%+3.7pp | 87.0%+4.0pp | 70.7%+20.3pp |
| Annual return | 24.99% | 66.12%-41.1pp | 53.39%-28.4pp | 34.37%-9.4pp |
| Employer contribution / active EE | $7,071 | $4,266+65.8% | $6,788+4.2% | $2,638+168.1% |
| Participant deferral / active EE | $14,104 | $7,147+97.3% | $10,409+35.5% | $4,529+211.4% |
| Admin fee / account holder | $140 | $235-40.2% | $12,820-98.9% | $348-59.7% |