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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $54,553 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,059 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,861 | $100,801-9.9% | $149,730-39.3% | $73,412+23.8% |
| Participation rate | 87.8% | 77.7%+10.1pp | 82.5%+5.3pp | 72.2%+15.6pp |
| Annual return | 24.18% | 265.34%-241.2pp | 276.70%-252.5pp | 59.30%-35.1pp |
| Employer contribution / active EE | $3,271 | $3,312-1.2% | $4,645-29.6% | $2,234+46.4% |
| Participant deferral / active EE | $13,492 | $6,404+110.7% | $6,843+97.2% | $3,806+254.5% |
| Admin fee / account holder | $121 | $181-32.9% | $9,310-98.7% | $158-23.2% |