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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 38-3133790 | Accounting | $10,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$29,501 |
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 | $82,768 | $80,177+3.2% | $123,894-33.2% | $57,658+43.5% |
| Participation rate | 87.2% | 74.4%+12.8pp | 81.4%+5.8pp | 70.2%+17.0pp |
| Annual return | 14.50% | 17.90%-3.4pp | 47.52%-33.0pp | 5.13%+9.4pp |
| Employer contribution / active EE | $2,211 | $2,913-24.1% | $4,617-52.1% | $1,974+12.0% |
| Participant deferral / active EE | $6,494 | $5,130+26.6% | $5,984+8.5% | $3,061+112.2% |
| Admin fee / account holder | -$34 | $106-131.8% | $8,357-100.4% | $95-135.8% |