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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $90,654 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $37,411 |
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 | $22,299 | $46,332-51.9% | $143,797-84.5% | $64,824-65.6% |
| Participation rate | 92.2% | 64.2%+28.0pp | 80.3%+11.9pp | 71.5%+20.7pp |
| Annual return | 9.08% | -10.05%+19.1pp | -0.04%+9.1pp | 32.84%-23.8pp |
| Employer contribution / active EE | $1,813 | $1,911-5.1% | $4,952-63.4% | $2,507-27.7% |
| Participant deferral / active EE | $4,871 | $2,647+84.0% | $5,638-13.6% | $4,311+13.0% |
| Admin fee / account holder | $156 | $154+1.7% | $14,679-98.9% | $188-16.7% |