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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,063 |
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $5,504 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $5,000 |
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 | $70,201 | $99,957-29.8% | $149,730-53.1% | $73,493-4.5% |
| Participation rate | 88.3% | 75.7%+12.6pp | 82.5%+5.8pp | 70.7%+17.6pp |
| Annual return | 38.41% | 53.87%-15.5pp | 276.70%-238.3pp | 28.51%+9.9pp |
| Employer contribution / active EE | $6,479 | $3,191+103.0% | $4,645+39.5% | $2,270+185.4% |
| Participant deferral / active EE | $11,859 | $6,073+95.3% | $6,843+73.3% | $3,740+217.1% |
| Admin fee / account holder | $183 | $551-66.7% | $9,310-98.0% | $513-64.3% |