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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 | $106,230-20.8% | $147,080-42.8% | $77,736+8.2% |
| Participation rate | 92.3% | 78.4%+13.9pp | 82.2%+10.1pp | 70.6%+21.7pp |
| Annual return | 19.22% | 56.91%-37.7pp | 420.17%-401.0pp | 31.26%-12.0pp |
| Employer contribution / active EE | $2,132 | $4,072-47.7% | $4,933-56.8% | $2,728-21.9% |
| Participant deferral / active EE | $7,230 | $8,001-9.6% | $8,066-10.4% | $4,651+55.5% |
| Admin fee / account holder | $164 | $338-51.6% | $12,989-98.7% | $433-62.2% |