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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $925 |
CETERA ADVISOR NETWORKS LLC6+ years Service code 61 · EIN 95-3845382 | Finders' fees / placement fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,914 | $64,286-51.9% | $90,965-66.0% | $73,412-57.9% |
| Participation rate | 72.0% | 63.6%+8.4pp | 69.0%+3.0pp | 72.2%-0.1pp |
| Annual return | 15.60% | 21.46%-5.9pp | 134.57%-119.0pp | 59.30%-43.7pp |
| Employer contribution / active EE | $558 | $895-37.7% | $2,122-73.7% | $2,234-75.0% |
| Participant deferral / active EE | $1,430 | $2,453-41.7% | $3,373-57.6% | $3,806-62.4% |
| Admin fee / account holder | $3 | $287-99.0% | $5,960-99.9% | $158-98.1% |