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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $23,480 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,677 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $60,620 | $73,102-17.1% | $123,553-50.9% | $56,289+7.7% |
| Participation rate | 94.4% | 74.3%+20.1pp | 82.3%+12.1pp | 69.9%+24.5pp |
| Annual return | -6.33% | 3.01%-9.3pp | 119.21%-125.5pp | -9.96%+3.6pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $7,457 | $5,423+37.5% | $6,426+16.0% | $3,350+122.6% |
| Admin fee / account holder | $239 | $554-56.9% | $9,284-97.4% | $521-54.2% |