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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $564,462 |
NEPC, LLC6 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $85,097 |
Service code 10 · EIN 74-1695589 | Accounting | $14,500 |
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 | $257,683 | $85,257+202.2% | $70,565+265.2% | $103,590+148.8% |
| Participation rate | 99.9% | 71.0%+29.0pp | 68.4%+31.6pp | 73.3%+26.6pp |
| Annual return | 20.73% | 25.37%-4.6pp | 32.79%-12.1pp | 33.13%-12.4pp |
| Employer contribution / active EE | $13,724 | $3,007+356.5% | $2,976+361.2% | $3,213+327.1% |
| Participant deferral / active EE | $11,175 | $4,773+134.1% | $4,568+144.6% | $5,214+114.3% |
| Admin fee / account holder | $75 | $89-15.0% | $6,430-98.8% | $114-34.0% |