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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,710 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 03-0859910 | Accounting | $15,050 |
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 | $29,798 | $50,820-41.4% | $155,567-80.8% | $77,671-61.6% |
| Participation rate | 91.6% | 63.1%+28.4pp | 78.2%+13.4pp | 70.6%+21.0pp |
| Annual return | 20.30% | 34.85%-14.5pp | 64.74%-44.4pp | 31.21%-10.9pp |
| Employer contribution / active EE | $1,877 | $1,993-5.8% | $4,674-59.8% | $2,726-31.2% |
| Participant deferral / active EE | $3,493 | $2,823+23.7% | $5,628-37.9% | $4,648-24.9% |
| Admin fee / account holder | $87 | $436-80.0% | $15,916-99.5% | $430-79.7% |