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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $96,708 |
NFP RETIREMENT INC5+ 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 | $56,177 | $84,784-33.7% | $98,461-42.9% | $74,460-24.6% |
| Participation rate | 96.7% | 81.5%+15.1pp | 75.2%+21.5pp | 70.7%+25.9pp |
| Annual return | 20.63% | 20.59%0pp | 21.17%-0.5pp | 34.38%-13.7pp |
| Employer contribution / active EE | $3,105 | $3,364-7.7% | $3,049+1.8% | $2,638+17.7% |
| Participant deferral / active EE | $6,747 | $5,218+29.3% | $4,738+42.4% | $4,530+48.9% |
| Admin fee / account holder | $163 | $204-20.1% | $8,961-98.2% | $348-53.0% |