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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $41,173 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$19,626 |
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 | $88,593 | $95,417-7.2% | $135,974-34.8% | $74,460+19.0% |
| Participation rate | 91.4% | 78.2%+13.2pp | 81.9%+9.5pp | 70.7%+20.6pp |
| Annual return | 21.49% | 32.76%-11.3pp | 68.30%-46.8pp | 34.38%-12.9pp |
| Employer contribution / active EE | $2,941 | $3,878-24.1% | $4,859-39.5% | $2,638+11.5% |
| Participant deferral / active EE | $10,521 | $7,789+35.1% | $7,760+35.6% | $4,530+132.3% |
| Admin fee / account holder | $36 | $266-86.4% | $10,767-99.7% | $348-89.6% |