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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $76,227 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $31,334 |
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 | $18,002 | $55,125-67.3% | $109,923-83.6% | $86,828-79.3% |
| Participation rate | 99.7% | 70.1%+29.6pp | 74.2%+25.5pp | 72.3%+27.4pp |
| Annual return | 31.49% | 26.20%+5.3pp | 29.46%+2.0pp | 97.95%-66.5pp |
| Employer contribution / active EE | $1,737 | $1,558+11.5% | $2,844-38.9% | $2,406-27.8% |
| Participant deferral / active EE | $4,029 | $3,337+20.8% | $4,048-0.5% | $4,132-2.5% |
| Admin fee / account holder | $94 | $141-33.6% | $6,070-98.5% | $170-44.8% |