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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $40,916 |
CAPFINANCIAL PARTNERS LLC5 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $18,750 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,167 |
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 | $86,239 | $106,247-18.8% | $147,096-41.4% | $77,714+11.0% |
| Participation rate | 96.4% | 78.4%+18.0pp | 82.2%+14.2pp | 70.6%+25.8pp |
| Annual return | 21.12% | 56.87%-35.7pp | 419.75%-398.6pp | 31.26%-10.1pp |
| Employer contribution / active EE | $8,777 | $4,069+115.7% | $4,936+77.8% | $2,727+221.9% |
| Participant deferral / active EE | $17,625 | $7,996+120.4% | $8,071+118.4% | $4,649+279.1% |
| Admin fee / account holder | $160 | $338-52.8% | $13,005-98.8% | $433-63.1% |