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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $140,117 |
Service code 16 · EIN 33-0818667 | Consulting | $70,744 |
HUTH THOMPSON LLP3 years Service code 10 · EIN 35-2055043 | Accounting | $23,600 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,647 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,496 | $122,259-54.6% | $147,005-62.2% | $199,768-72.2% |
| Participation rate | 88.8% | 78.3%+10.6pp | 82.2%+6.7pp | 72.0%+16.8pp |
| Annual return | 16.21% | 30.58%-14.4pp | 418.76%-402.6pp | 34.26%-18.1pp |
| Employer contribution / active EE | $603 | $4,097-85.3% | $4,934-87.8% | $3,037-80.1% |
| Participant deferral / active EE | $6,190 | $8,504-27.2% | $8,070-23.3% | $5,090+21.6% |
| Admin fee / account holder | $116 | $179-35.4% | $13,006-99.1% | $269-57.0% |