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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $134,301 |
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $66,687 |
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 | $76,572 | $110,483-30.7% | $145,433-47.3% | $79,634-3.8% |
| Participation rate | 95.0% | 71.1%+23.9pp | 82.1%+12.8pp | 62.5%+32.5pp |
| Annual return | 18.86% | 24.62%-5.8pp | 66.58%-47.7pp | 36.46%-17.6pp |
| Employer contribution / active EE | $3,648 | $4,053-10.0% | $4,554-19.9% | $2,529+44.2% |
| Participant deferral / active EE | $13,634 | $7,216+88.9% | $7,897+72.6% | $3,835+255.6% |
| Admin fee / account holder | $156 | $680-77.1% | $13,129-98.8% | $1,002-84.4% |