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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $145,337 |
FIDUCIA GROUP LLC1 year Service code 27 · EIN 26-2218504 | Advisory (Plan) | $70,000 |
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 | $156,614 | $127,481+22.9% | $149,751+4.6% | $90,274+73.5% |
| Participation rate | 96.8% | 78.2%+18.5pp | 82.5%+14.3pp | 73.4%+23.4pp |
| Annual return | 19.51% | 57.78%-38.3pp | 276.71%-257.2pp | 53.97%-34.5pp |
| Employer contribution / active EE | $4,371 | $3,448+26.8% | $4,646-5.9% | $2,523+73.2% |
| Participant deferral / active EE | $15,567 | $6,975+123.2% | $6,843+127.5% | $4,231+268.0% |
| Admin fee / account holder | $110 | $152-27.4% | $9,312-98.8% | $114-3.5% |