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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $64,440 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $33,455 |
GUNNIP & COMPANY LLP5 years Service code 10 · EIN 51-0076769 | Accounting | $17,200 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,708 |
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 | $119,608 | $50,812+135.4% | $155,602-23.1% | $77,692+54.0% |
| Participation rate | 85.2% | 63.1%+22.1pp | 78.2%+7.0pp | 70.6%+14.6pp |
| Annual return | 19.10% | 34.85%-15.8pp | 64.81%-45.7pp | 31.25%-12.2pp |
| Employer contribution / active EE | $3,544 | $1,989+78.2% | $4,675-24.2% | $2,726+30.0% |
| Participant deferral / active EE | $4,527 | $2,822+60.4% | $5,629-19.6% | $4,648-2.6% |
| Admin fee / account holder | $186 | $436-57.4% | $15,923-98.8% | $431-56.8% |