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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 46-5576228 | Advisory (Plan) | $56,672 |
Service code 37 · EIN 04-2647786 | Loan Processing | $38,752 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,380 | $82,188-47.2% | $125,391-65.4% | $64,824-33.1% |
| Participation rate | 99.7% | 77.9%+21.8pp | 82.4%+17.3pp | 71.5%+28.2pp |
| Annual return | 0.85% | 3.50%-2.6pp | 572.41%-571.6pp | 32.84%-32.0pp |
| Employer contribution / active EE | $3,184 | $3,617-12.0% | $4,816-33.9% | $2,507+27.0% |
| Participant deferral / active EE | $12,940 | $7,177+80.3% | $7,448+73.7% | $4,311+200.2% |
| Admin fee / account holder | $217 | $163+33.2% | $10,009-97.8% | $188+15.8% |