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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $51,144 |
AUSTIN MONEY MANAGEMENT4 years Service code 27 · EIN 83-0665580 | Advisory (Plan) | $33,804 |
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 | $45,427 | $89,588-49.3% | $133,698-66.0% | $77,762-41.6% |
| Participation rate | 94.1% | 74.3%+19.8pp | 76.4%+17.6pp | 70.6%+23.5pp |
| Annual return | 14.84% | 17.42%-2.6pp | 580.90%-566.1pp | 31.27%-16.4pp |
| Employer contribution / active EE | $990 | $3,491-71.6% | $4,218-76.5% | $2,728-63.7% |
| Participant deferral / active EE | $4,734 | $5,592-15.3% | $7,016-32.5% | $4,651+1.8% |
| Admin fee / account holder | $159 | $539-70.5% | $6,703-97.6% | $433-63.3% |