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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 33-0905143 | Advisory (Plan) | $38,012 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,349 |
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 | $112,916 | $110,483+2.2% | $145,433-22.4% | $79,634+41.8% |
| Participation rate | 95.6% | 71.1%+24.5pp | 82.1%+13.5pp | 62.5%+33.1pp |
| Annual return | 46.70% | 24.62%+22.1pp | 66.58%-19.9pp | 36.46%+10.2pp |
| Employer contribution / active EE | $10,661 | $4,053+163.0% | $4,554+134.1% | $2,529+321.5% |
| Participant deferral / active EE | $22,025 | $7,216+205.2% | $7,897+178.9% | $3,835+474.4% |
| Admin fee / account holder | $165 | $680-75.7% | $13,129-98.7% | $1,002-83.5% |