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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,828 |
BDO USA, LLP2+ years Service code 10 · EIN 13-5381590 | Accounting | $13,425 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,040 | $39,859-39.7% | $78,676-69.4% | $57,658-58.3% |
| Participation rate | 90.2% | 66.1%+24.1pp | 73.6%+16.7pp | 70.2%+20.0pp |
| Annual return | 11.18% | 18.96%-7.8pp | 62.19%-51.0pp | 5.13%+6.0pp |
| Employer contribution / active EE | $567 | $1,786-68.2% | $2,850-80.1% | $1,974-71.3% |
| Participant deferral / active EE | $2,236 | $2,248-0.5% | $3,517-36.4% | $3,061-26.9% |
| Admin fee / account holder | $62 | $76-19.3% | $4,510-98.6% | $95-34.9% |