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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 35-2552359 | Other Commissions | $73,545 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,685 |
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 | $29,639 | $44,473-33.4% | $76,518-61.3% | $55,725-46.8% |
| Participation rate | 94.6% | 51.0%+43.7pp | 68.0%+26.6pp | 70.9%+23.8pp |
| Annual return | -5.45% | -2.01%-3.4pp | -0.27%-5.2pp | 244.93%-250.4pp |
| Employer contribution / active EE | $1,847 | $1,101+67.7% | $2,647-30.2% | $2,078-11.1% |
| Participant deferral / active EE | $5,698 | $1,988+186.7% | $3,836+48.5% | $3,356+69.8% |
| Admin fee / account holder | $17 | $134-87.2% | $4,849-99.6% | $115-85.1% |