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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $48,905 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $12,863 |
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 | $29,643 | $41,150-28.0% | $80,627-63.2% | $71,511-58.5% |
| Participation rate | 93.6% | 50.3%+43.3pp | 67.0%+26.6pp | 67.9%+25.6pp |
| Annual return | 19.32% | 38.48%-19.2pp | 936.76%-917.4pp | 28.86%-9.5pp |
| Employer contribution / active EE | $1,093 | $1,515-27.9% | $2,723-59.9% | $2,589-57.8% |
| Participant deferral / active EE | $5,719 | $2,701+111.7% | $4,443+28.7% | $4,291+33.3% |
| Admin fee / account holder | $231 | $1,841-87.4% | $5,381-95.7% | $1,588-85.4% |