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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $21,324 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,555 |
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 | $112,340 | $95,369+17.8% | $135,942-17.4% | $74,440+50.9% |
| Participation rate | 93.8% | 78.2%+15.5pp | 81.9%+11.8pp | 70.7%+23.0pp |
| Annual return | 21.38% | 32.72%-11.3pp | 68.28%-46.9pp | 34.37%-13.0pp |
| Employer contribution / active EE | $5,763 | $3,878+48.6% | $4,858+18.6% | $2,638+118.5% |
| Participant deferral / active EE | $22,339 | $7,788+186.8% | $7,759+187.9% | $4,529+393.3% |
| Admin fee / account holder | $49 | $266-81.8% | $10,764-99.5% | $348-86.0% |