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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 | $43,496+23.0% | $161,489-66.9% | $64,340-16.8% |
| Participation rate | 85.5% | 53.5%+31.9pp | 78.7%+6.8pp | 55.2%+30.2pp |
| Annual return | 13.95% | 20.76%-6.8pp | 89.72%-75.8pp | 24.14%-10.2pp |
| Employer contribution / active EE | $842 | $1,431-41.2% | $4,268-80.3% | $1,862-54.8% |
| Participant deferral / active EE | $2,543 | $1,996+27.4% | $5,630-54.8% | $2,980-14.7% |
| Admin fee / account holder | $0 | $2,330-100.0% | $16,006-100.0% | $3,703-100.0% |