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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO3+ years Service code 37 · EIN 04-2647786 | Loan Processing | $213,849 |
RSM US LLP1 year Service code 10 · EIN 45-4675354 | Accounting | $27,300 |
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 | $32,470 | $47,456-31.6% | $172,755-81.2% | $77,775-58.3% |
| Participation rate | 89.5% | 66.3%+23.2pp | 82.6%+6.8pp | 73.2%+16.3pp |
| Annual return | 24.48% | 35.57%-11.1pp | 802.94%-778.5pp | 32.58%-8.1pp |
| Employer contribution / active EE | $2,819 | $1,574+79.1% | $5,144-45.2% | $2,504+12.6% |
| Participant deferral / active EE | $3,321 | $2,560+29.8% | $5,198-36.1% | $3,966-16.3% |
| Admin fee / account holder | $96 | $81+18.3% | $13,955-99.3% | $100-4.5% |