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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $39,442 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,000 |
BDO USA, LLP6 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $22,515 |
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 | $45,480 | $34,634+31.3% | $77,096-41.0% | $64,819-29.8% |
| Participation rate | 92.0% | 49.8%+42.2pp | 67.9%+24.1pp | 71.5%+20.5pp |
| Annual return | -17.35% | -5.31%-12.0pp | 42.35%-59.7pp | 32.84%-50.2pp |
| Employer contribution / active EE | $1,581 | $1,385+14.1% | $2,814-43.8% | $2,507-36.9% |
| Participant deferral / active EE | $8,131 | $2,553+218.5% | $4,429+83.6% | $4,311+88.6% |
| Admin fee / account holder | $217 | $178+21.6% | $5,428-96.0% | $188+15.5% |