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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $28,790 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,320 |
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 | $43,954 | $104,336-57.9% | $159,455-72.4% | $86,813-49.4% |
| Participation rate | 93.1% | 77.7%+15.4pp | 82.8%+10.3pp | 72.3%+20.8pp |
| Annual return | 26.69% | 26.32%+0.4pp | 263.63%-236.9pp | 97.93%-71.2pp |
| Employer contribution / active EE | $3,700 | $3,451+7.2% | $4,830-23.4% | $2,406+53.8% |
| Participant deferral / active EE | $12,029 | $6,837+75.9% | $7,353+63.6% | $4,131+191.2% |
| Admin fee / account holder | $173 | $172+0.4% | $10,800-98.4% | $170+2.0% |