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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $86,600 |
NFP RETIREMENT INC4+ years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $50,000 |
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 | $41,012 | $81,948-50.0% | $90,766-54.8% | $64,824-36.7% |
| Participation rate | 96.9% | 80.5%+16.5pp | 75.7%+21.3pp | 71.5%+25.5pp |
| Annual return | -16.45% | -12.53%-3.9pp | -12.16%-4.3pp | 32.84%-49.3pp |
| Employer contribution / active EE | $3,009 | $3,067-1.9% | $2,922+3.0% | $2,507+20.0% |
| Participant deferral / active EE | $6,362 | $4,844+31.4% | $4,565+39.4% | $4,311+47.6% |
| Admin fee / account holder | $145 | $157-7.4% | $8,446-98.3% | $188-22.6% |