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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $60,566 |
BRIGHTON JONES LLC6 years Service code 27 · EIN 91-2007475 | Advisory (Plan) | $50,322 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,525 | $122,186-66.0% | $146,958-71.7% | $199,593-79.2% |
| Participation rate | 8.2% | 78.3%-70.0pp | 82.2%-73.9pp | 72.0%-63.7pp |
| Annual return | 20.07% | 30.56%-10.5pp | 418.34%-398.3pp | 34.25%-14.2pp |
| Employer contribution / active EE | $0 | $4,093-100.0% | $4,933-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $496 | $8,502-94.2% | $8,070-93.9% | $5,087-90.3% |
| Admin fee / account holder | $284 | $179+58.7% | $12,998-97.8% | $269+5.5% |