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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $44,232 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $17,092 |
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 | $42,498 | $71,534-40.6% | $98,462-56.8% | $71,529-40.6% |
| Participation rate | 81.0% | 72.7%+8.4pp | 75.2%+5.9pp | 67.9%+13.1pp |
| Annual return | 15.60% | 32.44%-16.8pp | 21.17%-5.6pp | 28.97%-13.4pp |
| Employer contribution / active EE | $2,007 | $2,399-16.4% | $3,049-34.2% | $2,590-22.5% |
| Participant deferral / active EE | $2,609 | $4,109-36.5% | $4,738-44.9% | $4,291-39.2% |
| Admin fee / account holder | $253 | $1,677-84.9% | $8,875-97.1% | $1,588-84.0% |