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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $55,194 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $45,563 |
Filed as: STONEHENGE CONSULTING Service code 10 · EIN 61-1441770 | Accounting | $6,500 |
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 | $37,140 | $69,159-46.3% | $125,180-70.3% | $67,579-45.0% |
| Participation rate | 96.5% | 78.2%+18.3pp | 79.8%+16.7pp | 71.3%+25.2pp |
| Annual return | 27.61% | 27.12%+0.5pp | 43.79%-16.2pp | 378.56%-350.9pp |
| Employer contribution / active EE | $1,001 | $2,023-50.5% | $3,866-74.1% | $2,148-53.4% |
| Participant deferral / active EE | $3,644 | $3,700-1.5% | $4,937-26.2% | $3,539+3.0% |
| Admin fee / account holder | $192 | $142+35.2% | $9,703-98.0% | $142+34.7% |