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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $44,905 |
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $32,667 |
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 | $88,065 | $160,088-45.0% | $112,977-22.1% | $73,412+20.0% |
| Participation rate | 97.5% | 90.7%+6.8pp | 82.6%+15.0pp | 72.2%+25.4pp |
| Annual return | 20.60% | 17.93%+2.7pp | 24.24%-3.6pp | 59.30%-38.7pp |
| Employer contribution / active EE | $5,553 | $5,200+6.8% | $4,255+30.5% | $2,234+148.6% |
| Participant deferral / active EE | $10,152 | $8,024+26.5% | $5,836+74.0% | $3,806+166.8% |
| Admin fee / account holder | $116 | $133-12.7% | $6,294-98.2% | $158-26.6% |