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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $149,665 |
Filed as: CAPTRUST Service code 26 · EIN 26-0058143 | Advisory (Participants) | $63,750 |
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 | $216,158 | $112,582+92.0% | $105,624+104.6% | $200,096+8.0% |
| Participation rate | 98.8% | 86.3%+12.5pp | 75.3%+23.5pp | 72.0%+26.7pp |
| Annual return | 16.54% | 15.58%+1.0pp | 116.20%-99.7pp | 34.26%-17.7pp |
| Employer contribution / active EE | $8,640 | $4,580+88.6% | $3,168+172.8% | $3,038+184.4% |
| Participant deferral / active EE | $13,268 | $6,655+99.4% | $5,013+164.7% | $5,090+160.7% |
| Admin fee / account holder | $54 | $107-49.3% | $10,961-99.5% | $269-79.9% |