| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $389,612 |
Filed as: MIDWEST SERIES Service code 27 · EIN 20-3354970 | Advisory (Plan) | $80,000 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $24,125 |
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 | $32,426 | $78,339-58.6% | $85,708-62.2% | $93,010-65.1% |
| Participation rate | 94.9% | 72.5%+22.4pp | 69.9%+25.0pp | 73.9%+21.0pp |
| Annual return | 18.53% | 21.17%-2.6pp | 21.49%-3.0pp | 158.70%-140.2pp |
| Employer contribution / active EE | $2,926 | $2,560+14.3% | $2,618+11.8% | $2,705+8.2% |
| Participant deferral / active EE | $5,135 | $3,882+32.3% | $3,922+30.9% | $4,561+12.6% |
| Admin fee / account holder | $108 | $104+4.1% | $6,876-98.4% | $152-28.7% |