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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 26-4310632 | Other Commissions | $39,018 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,582 |
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 | $70,141 | $59,186+18.5% | $76,768-8.6% | $56,287+24.6% |
| Participation rate | 87.7% | 75.2%+12.5pp | 77.0%+10.7pp | 69.9%+17.8pp |
| Annual return | -5.34% | 6.62%-12.0pp | 2.43%-7.8pp | -9.96%+4.6pp |
| Employer contribution / active EE | $2,677 | $1,759+52.2% | $2,485+7.7% | $2,111+26.8% |
| Participant deferral / active EE | $5,567 | $3,255+71.0% | $3,852+44.5% | $3,350+66.2% |
| Admin fee / account holder | $147 | $489-69.9% | $6,675-97.8% | $521-71.8% |