| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $578,067 |
NEPC, LLC3 years Service code 16 · EIN 26-1429809 | Consulting | $27,336 |
Service code 10 · EIN 74-1695589 | Accounting | $13,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,877 | $81,725+208.2% | $81,988+207.2% | $93,223+170.2% |
| Participation rate | 99.9% | 71.9%+28.0pp | 69.3%+30.7pp | 74.9%+25.0pp |
| Annual return | 19.45% | 20.25%-0.8pp | 41.32%-21.9pp | 19.29%+0.2pp |
| Employer contribution / active EE | $12,050 | $2,446+392.6% | $2,499+382.3% | $2,680+349.7% |
| Participant deferral / active EE | $9,955 | $3,747+165.7% | $3,723+167.4% | $4,563+118.2% |
| Admin fee / account holder | $75 | $92-18.2% | $5,666-98.7% | $79-4.8% |