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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $59,884 |
CHERRY BEKAERT LLP1 year Filed as: CHERRY BEKAERT Service code 10 · EIN 56-0574444 | Accounting | $21,000 |
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 | $84,131 | $106,247-20.8% | $147,096-42.8% | $77,714+8.3% |
| Participation rate | 92.3% | 78.4%+13.9pp | 82.2%+10.1pp | 70.6%+21.7pp |
| Annual return | 19.22% | 56.87%-37.7pp | 419.75%-400.5pp | 31.26%-12.0pp |
| Employer contribution / active EE | $2,132 | $4,069-47.6% | $4,936-56.8% | $2,727-21.8% |
| Participant deferral / active EE | $7,230 | $7,996-9.6% | $8,071-10.4% | $4,649+55.5% |
| Admin fee / account holder | $164 | $338-51.6% | $13,005-98.7% | $433-62.2% |