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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 |
Filed as: SEQUOIA FINANCIAL ADVISORS LLC 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 | $129,227+17.4% | $184,260-17.7% | $77,736+95.1% |
| Participation rate | 99.4% | 87.4%+12.0pp | 86.8%+12.6pp | 70.6%+28.8pp |
| Annual return | 16.25% | 33.24%-17.0pp | 28.84%-12.6pp | 31.26%-15.0pp |
| Employer contribution / active EE | $6,192 | $4,412+40.3% | $6,427-3.7% | $2,728+127.0% |
| Participant deferral / active EE | $19,359 | $7,307+165.0% | $9,133+112.0% | $4,651+316.3% |
| Admin fee / account holder | $102 | $256-60.1% | $13,898-99.3% | $433-76.4% |