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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $7,284 |
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 | $53,521 | $45,343+18.0% | $150,298-64.4% | $67,986-21.3% |
| Participation rate | 85.5% | 51.9%+33.6pp | 77.8%+7.7pp | 57.2%+28.2pp |
| Annual return | 13.95% | 33.28%-19.3pp | 62.79%-48.8pp | 31.67%-17.7pp |
| Employer contribution / active EE | $842 | $1,462-42.4% | $4,154-79.7% | $2,019-58.3% |
| Participant deferral / active EE | $2,543 | $2,055+23.8% | $5,453-53.4% | $3,358-24.3% |
| Admin fee / account holder | $0 | $2,250-100.0% | $14,116-100.0% | $3,203-100.0% |