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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $29,647 |
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 | $51,176 | $41,854+22.3% | $73,836-30.7% | $52,331-2.2% |
| Participation rate | 98.4% | 66.2%+32.2pp | 73.4%+25.0pp | 68.1%+30.3pp |
| Annual return | -1.40% | 2.11%-3.5pp | 2268.06%-2269.5pp | 4.54%-5.9pp |
| Employer contribution / active EE | $2,298 | $1,920+19.7% | $2,787-17.6% | $1,882+22.1% |
| Participant deferral / active EE | $3,206 | $2,498+28.3% | $3,583-10.5% | $3,022+6.1% |
| Admin fee / account holder | $125 | $493-74.6% | $4,882-97.4% | $592-78.9% |