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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $25,775 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $15,000 |
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 | $85,078 | $66,004+28.9% | $81,820+4.0% | $77,714+9.5% |
| Participation rate | 98.3% | 65.8%+32.5pp | 72.4%+25.9pp | 70.6%+27.7pp |
| Annual return | 18.11% | 26.65%-8.5pp | 777.93%-759.8pp | 31.26%-13.1pp |
| Employer contribution / active EE | $3,990 | $2,375+68.0% | $2,915+36.9% | $2,727+46.3% |
| Participant deferral / active EE | $10,437 | $3,508+197.6% | $4,323+141.5% | $4,649+124.5% |
| Admin fee / account holder | $99 | $527-81.2% | $7,391-98.7% | $433-77.1% |