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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $103,595 |
THREE BELL CAPITAL LLC1 year Filed as: THREE BELL CAPITAL Service code 27 · EIN 45-3567626 | Advisory (Plan) | $33,770 |
BPM LLP1 year Filed as: BPM ADVISORS INC Service code 27 · EIN 90-0779560 | Advisory (Plan) | $5,413 |
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 | $73,136 | $66,457+10.0% | $81,438-10.2% | $77,671-5.8% |
| Participation rate | 97.7% | 68.7%+29.0pp | 69.5%+28.2pp | 70.6%+27.2pp |
| Annual return | 22.30% | 15.93%+6.4pp | 24.74%-2.4pp | 31.21%-8.9pp |
| Employer contribution / active EE | $4,310 | $2,159+99.6% | $2,460+75.2% | $2,726+58.1% |
| Participant deferral / active EE | $15,699 | $3,679+326.7% | $3,883+304.3% | $4,648+237.8% |
| Admin fee / account holder | $189 | $583-67.6% | $5,764-96.7% | $430-56.1% |