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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $56,242 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,471 |
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 | $56,380 | $81,948-31.2% | $90,756-37.9% | $64,814-13.0% |
| Participation rate | 95.8% | 80.5%+15.4pp | 75.7%+20.1pp | 71.5%+24.4pp |
| Annual return | -15.39% | -12.53%-2.9pp | -12.16%-3.2pp | 32.84%-48.2pp |
| Employer contribution / active EE | $7,343 | $3,067+139.4% | $2,922+151.3% | $2,507+192.9% |
| Participant deferral / active EE | $22,339 | $4,844+361.2% | $4,565+389.4% | $4,310+418.3% |
| Admin fee / account holder | $138 | $157-12.4% | $8,445-98.4% | $188-26.7% |