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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $233,027 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 30-0282430 | Consulting | $18,733 |
PLANTE & MORAN, PLLC6+ years Filed as: PLANTE MORAN, PLLC Service code 10 · EIN 38-1357951 | Accounting | $12,750 |
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 | $121,143 | $127,481-5.0% | $149,751-19.1% | $90,274+34.2% |
| Participation rate | 90.0% | 78.2%+11.7pp | 82.5%+7.5pp | 73.4%+16.6pp |
| Annual return | 84.64% | 57.78%+26.9pp | 276.71%-192.1pp | 53.97%+30.7pp |
| Employer contribution / active EE | $3,279 | $3,448-4.9% | $4,646-29.4% | $2,523+29.9% |
| Participant deferral / active EE | $9,634 | $6,975+38.1% | $6,843+40.8% | $4,231+127.7% |
| Admin fee / account holder | $43 | $152-71.6% | $9,312-99.5% | $114-62.2% |