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| Provider | Service type | Compensation |
|---|---|---|
CALVETTI FERGUSON4 years Service code 10 · EIN 13-4255527 | Accounting | $10,700 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,520 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,698 | $148,623-55.1% | $135,974-50.9% | $139,466-52.2% |
| Participation rate | 84.6% | 83.9%+0.8pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 27.18% | 79.30%-52.1pp | 68.30%-41.1pp | 373.66%-346.5pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,357 | $8,103-21.5% | $7,760-18.1% | $6,712-5.3% |
| Admin fee / account holder | $188 | $12,406-98.5% | $10,767-98.3% | $11,409-98.4% |