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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 | $106,110-20.7% | $147,005-42.8% | $77,671+8.3% |
| Participation rate | 92.3% | 78.4%+13.9pp | 82.2%+10.1pp | 70.6%+21.7pp |
| Annual return | 19.22% | 56.77%-37.6pp | 418.76%-399.5pp | 31.21%-12.0pp |
| Employer contribution / active EE | $2,132 | $4,065-47.6% | $4,934-56.8% | $2,726-21.8% |
| Participant deferral / active EE | $7,230 | $7,992-9.5% | $8,070-10.4% | $4,648+55.6% |
| Admin fee / account holder | $164 | $338-51.5% | $13,006-98.7% | $430-62.0% |