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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $113,801 |
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $29,533 |
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 | $44,698 | $44,898-0.4% | $85,187-47.5% | $199,960-77.6% |
| Participation rate | 93.4% | 45.7%+47.7pp | 67.5%+25.9pp | 72.0%+21.4pp |
| Annual return | 21.89% | 20.98%+0.9pp | 66.67%-44.8pp | 34.28%-12.4pp |
| Employer contribution / active EE | $1,896 | $1,367+38.7% | $2,732-30.6% | $3,036-37.5% |
| Participant deferral / active EE | $6,546 | $2,670+145.2% | $4,525+44.7% | $5,087+28.7% |
| Admin fee / account holder | $59 | $585-89.9% | $6,162-99.0% | $269-78.1% |