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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $32,917 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $20,546 |
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 | $35,464 | $104,336-66.0% | $159,455-77.8% | $86,813-59.1% |
| Participation rate | 93.2% | 77.7%+15.4pp | 82.8%+10.3pp | 72.3%+20.9pp |
| Annual return | 42.87% | 26.32%+16.6pp | 263.63%-220.8pp | 97.93%-55.1pp |
| Employer contribution / active EE | $1,628 | $3,451-52.8% | $4,830-66.3% | $2,406-32.3% |
| Participant deferral / active EE | $8,620 | $6,837+26.1% | $7,353+17.2% | $4,131+108.6% |
| Admin fee / account holder | $94 | $172-45.5% | $10,800-99.1% | $170-44.7% |