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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 35-2552359 | Other Commissions | $16,321 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,500 |
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 | $41,065 | $76,112-46.0% | $96,534-57.5% | $71,511-42.6% |
| Participation rate | 99.4% | 74.4%+25.0pp | 76.0%+23.4pp | 67.9%+31.4pp |
| Annual return | 15.66% | 22.81%-7.1pp | 25.88%-10.2pp | 28.86%-13.2pp |
| Employer contribution / active EE | $1,077 | $2,248-52.1% | $2,965-63.7% | $2,589-58.4% |
| Participant deferral / active EE | $3,306 | $4,217-21.6% | $4,851-31.8% | $4,291-22.9% |
| Admin fee / account holder | $13 | $2,708-99.5% | $8,253-99.8% | $1,588-99.2% |