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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $169,955 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $53,497 |
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 | $31,697 | $53,204-40.4% | $155,556-79.6% | $200,096-84.2% |
| Participation rate | 80.7% | 64.1%+16.6pp | 78.2%+2.5pp | 72.0%+8.7pp |
| Annual return | 26.27% | 41.02%-14.8pp | 64.84%-38.6pp | 34.26%-8.0pp |
| Employer contribution / active EE | $2,075 | $1,850+12.1% | $4,675-55.6% | $3,038-31.7% |
| Participant deferral / active EE | $5,104 | $3,163+61.3% | $5,631-9.4% | $5,090+0.3% |
| Admin fee / account holder | $130 | $186-30.3% | $15,885-99.2% | $269-51.9% |