| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $598,535 |
NEPC, LLC1 year Service code 16 · EIN 26-1429809 | Consulting | $17,394 |
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 | $170,435 | $57,605+195.9% | $67,313+153.2% | $68,904+147.3% |
| Participation rate | 100.0% | 67.4%+32.6pp | 69.1%+30.9pp | 74.1%+25.8pp |
| Annual return | -4.57% | -3.81%-0.8pp | -4.08%-0.5pp | 1.07%-5.6pp |
| Employer contribution / active EE | $11,206 | $2,219+404.9% | $2,566+336.8% | $2,540+341.1% |
| Participant deferral / active EE | $9,097 | $3,063+197.0% | $3,568+155.0% | $4,015+126.6% |
| Admin fee / account holder | $69 | $77-10.9% | $4,507-98.5% | $71-3.2% |