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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $51,247 |
Filed as: LEAFHOUSE FINANCIAL ADVISOR LLC Service code 27 · EIN 26-4311657 | Advisory (Plan) | $40,448 |
Service code 27 · EIN 34-1913859 | Advisory (Plan) | $24,000 |
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 | $151,651 | $129,095+17.5% | $184,185-17.7% | $77,692+95.2% |
| Participation rate | 99.4% | 87.3%+12.1pp | 86.8%+12.6pp | 70.6%+28.8pp |
| Annual return | 16.25% | 33.29%-17.0pp | 28.81%-12.6pp | 31.25%-15.0pp |
| Employer contribution / active EE | $6,192 | $4,410+40.4% | $6,426-3.6% | $2,726+127.1% |
| Participant deferral / active EE | $19,359 | $7,300+165.2% | $9,132+112.0% | $4,648+316.5% |
| Admin fee / account holder | $102 | $256-60.1% | $13,909-99.3% | $431-76.3% |