| 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 | $86,649+197.4% | $70,589+265.0% | $103,657+148.6% |
| Participation rate | 99.9% | 72.0%+27.9pp | 68.4%+31.6pp | 73.4%+26.5pp |
| Annual return | 20.73% | 25.21%-4.5pp | 32.80%-12.1pp | 33.13%-12.4pp |
| Employer contribution / active EE | $13,724 | $3,068+347.3% | $2,977+361.0% | $3,216+326.8% |
| Participant deferral / active EE | $11,175 | $4,866+129.7% | $4,569+144.6% | $5,218+114.2% |
| Admin fee / account holder | $75 | $89-15.1% | $6,430-98.8% | $114-34.0% |