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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 | $46,688+14.6% | $189,758-71.8% | $69,733-23.2% |
| Participation rate | 85.5% | 61.7%+23.8pp | 79.8%+5.7pp | 62.5%+23.0pp |
| Annual return | 13.95% | 14.35%-0.4pp | 52.62%-38.7pp | 15.22%-1.3pp |
| Employer contribution / active EE | $842 | $1,695-50.3% | $4,767-82.3% | $2,250-62.6% |
| Participant deferral / active EE | $2,543 | $2,143+18.7% | $5,856-56.6% | $3,054-16.7% |
| Admin fee / account holder | $0 | $1,700-100.0% | $20,388-100.0% | $3,102-100.0% |