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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $19,432 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,498 |
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 | $75,615 | $78,607-3.8% | $105,624-28.4% | $74,478+1.5% |
| Participation rate | 98.2% | 72.8%+25.4pp | 75.3%+23.0pp | 67.2%+31.0pp |
| Annual return | 21.20% | 15.96%+5.2pp | 116.20%-95.0pp | 1370.56%-1349.4pp |
| Employer contribution / active EE | $2,917 | $2,523+15.6% | $3,168-7.9% | $2,626+11.1% |
| Participant deferral / active EE | $16,569 | $4,325+283.1% | $5,013+230.5% | $4,350+280.9% |
| Admin fee / account holder | $217 | $2,220-90.2% | $10,961-98.0% | $1,946-88.8% |