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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,901 |
Filed as: CEDAR BROOK GROUP Service code 27 · EIN 20-3168699 | Advisory (Plan) | $12,379 |
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 | $35,676 | $101,653-64.9% | $147,080-75.7% | $74,459-52.1% |
| Participation rate | 91.9% | 75.6%+16.3pp | 82.2%+9.7pp | 67.2%+24.6pp |
| Annual return | 15.07% | 8754.98%-8739.9pp | 420.17%-405.1pp | 1369.70%-1354.6pp |
| Employer contribution / active EE | $1,513 | $3,813-60.3% | $4,933-69.3% | $2,626-42.4% |
| Participant deferral / active EE | $5,044 | $7,304-30.9% | $8,066-37.5% | $4,350+16.0% |
| Admin fee / account holder | $149 | $1,752-91.5% | $12,989-98.9% | $1,945-92.4% |