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| Provider | Service type | Compensation |
|---|---|---|
EWG ELEVATE INC1 year Filed as: EWG ELEVATE INC. Service code 27 · EIN 82-3365869 | Advisory (Plan) | $6,461 |
TRUCKER HUSS4 years Filed as: TRUCKER HUSS, APC Service code 29 · EIN 94-3216063 | Legal | $1,738 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$119,505 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $885,448 | $50,169+1664.9% | $149,740+491.3% | $80,187+1004.2% |
| Participation rate | 91.6% | 64.3%+27.3pp | 78.8%+12.8pp | 72.9%+18.6pp |
| Annual return | 17.93% | 29.82%-11.9pp | 134.51%-116.6pp | 40.40%-22.5pp |
| Employer contribution / active EE | $22,808 | $1,869+1120.1% | $4,821+373.1% | $2,980+665.5% |
| Participant deferral / active EE | $20,654 | $3,194+546.6% | $5,683+263.4% | $5,016+311.7% |
| Admin fee / account holder | $4 | $153-97.4% | $13,222-100.0% | $145-97.3% |