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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $36,021 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$12,897 |
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 | $49,133 | $75,388-34.8% | $123,553-60.2% | $55,725-11.8% |
| Participation rate | 91.4% | 75.7%+15.7pp | 82.3%+9.1pp | 70.9%+20.5pp |
| Annual return | -5.74% | 4.48%-10.2pp | 119.21%-124.9pp | 244.93%-250.7pp |
| Employer contribution / active EE | $2,514 | $3,063-17.9% | $4,628-45.7% | $2,078+21.0% |
| Participant deferral / active EE | $8,203 | $5,651+45.2% | $6,426+27.6% | $3,356+144.5% |
| Admin fee / account holder | $46 | $120-61.7% | $9,284-99.5% | $115-60.2% |