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| Provider | Service type | Compensation |
|---|---|---|
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $22,441 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,788 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,814 | $107,415-3.4% | $135,998-23.7% | $80,187+29.5% |
| Participation rate | 96.5% | 78.0%+18.4pp | 81.9%+14.5pp | 72.9%+23.5pp |
| Annual return | 24.86% | 91.99%-67.1pp | 68.37%-43.5pp | 40.40%-15.5pp |
| Employer contribution / active EE | $11,690 | $3,878+201.4% | $4,860+140.6% | $2,980+292.3% |
| Participant deferral / active EE | $16,865 | $8,189+106.0% | $7,761+117.3% | $5,016+236.2% |
| Admin fee / account holder | $19 | $127-84.9% | $10,769-99.8% | $145-86.8% |