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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $120,441 |
UBS FINANCIAL SERVICES INC2 years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $60,000 |
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 | $79,580 | $50,150+58.7% | $149,723-46.8% | $80,169-0.7% |
| Participation rate | 92.9% | 64.3%+28.6pp | 78.8%+14.1pp | 72.9%+19.9pp |
| Annual return | 15.44% | 29.80%-14.4pp | 134.50%-119.1pp | 40.39%-25.0pp |
| Employer contribution / active EE | $1,849 | $1,868-1.0% | $4,821-61.7% | $2,978-37.9% |
| Participant deferral / active EE | $4,080 | $3,195+27.7% | $5,682-28.2% | $5,016-18.7% |
| Admin fee / account holder | $109 | $153-28.6% | $13,215-99.2% | $145-24.8% |