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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $66,680 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $31,566 |
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 | $19,708 | $56,540-65.1% | $185,849-89.4% | $86,821-77.3% |
| Participation rate | 89.4% | 65.5%+23.9pp | 81.7%+7.7pp | 72.3%+17.1pp |
| Annual return | 41.71% | 118.20%-76.5pp | 122.10%-80.4pp | 97.94%-56.2pp |
| Employer contribution / active EE | $1,445 | $1,844-21.7% | $5,169-72.0% | $2,406-39.9% |
| Participant deferral / active EE | $3,917 | $2,555+53.3% | $5,569-29.7% | $4,132-5.2% |
| Admin fee / account holder | $146 | $150-2.6% | $16,244-99.1% | $170-14.0% |