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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $40,616 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $38,301 |
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 | $122,003 | $79,169+54.1% | $100,415+21.5% | $74,478+63.8% |
| Participation rate | 96.3% | 79.4%+16.9pp | 81.5%+14.8pp | 67.2%+29.1pp |
| Annual return | 20.61% | 20.51%+0.1pp | 49.47%-28.9pp | 1370.56%-1349.9pp |
| Employer contribution / active EE | $5,501 | $3,017+82.3% | $3,943+39.5% | $2,626+109.5% |
| Participant deferral / active EE | $12,738 | $7,751+64.3% | $8,091+57.4% | $4,350+192.8% |
| Admin fee / account holder | $287 | $1,337-78.5% | $7,906-96.4% | $1,946-85.3% |