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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $39,937 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,070 |
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 | $45,350 | $82,163-44.8% | $125,381-63.8% | $64,819-30.0% |
| Participation rate | 98.5% | 77.9%+20.6pp | 82.4%+16.1pp | 71.5%+27.0pp |
| Annual return | -13.46% | 3.49%-16.9pp | 572.31%-585.8pp | 32.84%-46.3pp |
| Employer contribution / active EE | $7,546 | $3,616+108.7% | $4,815+56.7% | $2,507+201.0% |
| Participant deferral / active EE | $12,886 | $7,175+79.6% | $7,448+73.0% | $4,311+198.9% |
| Admin fee / account holder | $147 | $163-9.8% | $10,007-98.5% | $188-21.7% |