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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $31,409 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $6,983 |
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 | $12,036 | $40,522-70.3% | $84,628-85.8% | $67,579-82.2% |
| Participation rate | 91.8% | 51.1%+40.7pp | 68.2%+23.6pp | 71.3%+20.6pp |
| Annual return | 35.84% | 32.72%+3.1pp | 258.80%-223.0pp | 378.56%-342.7pp |
| Employer contribution / active EE | $257 | $1,146-77.6% | $2,653-90.3% | $2,148-88.0% |
| Participant deferral / active EE | $3,531 | $2,132+65.6% | $3,900-9.5% | $3,539-0.2% |
| Admin fee / account holder | $94 | $145-35.1% | $4,914-98.1% | $142-33.7% |