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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $44,196 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $34,627 |
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 | $33,235 | $42,367-21.6% | $79,580-58.2% | $64,819-48.7% |
| Participation rate | 90.1% | 64.7%+25.4pp | 69.5%+20.6pp | 71.5%+18.6pp |
| Annual return | -11.59% | -12.23%+0.6pp | 0.15%-11.7pp | 32.84%-44.4pp |
| Employer contribution / active EE | $2,342 | $1,181+98.4% | $2,413-3.0% | $2,507-6.6% |
| Participant deferral / active EE | $4,082 | $3,170+28.8% | $3,985+2.4% | $4,311-5.3% |
| Admin fee / account holder | $220 | $160+37.6% | $6,835-96.8% | $188+16.9% |