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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $423,868 |
FINANCIAL ENGINES1 year Service code 27 · EIN 94-3250323 | Advisory (Plan) | $130,027 |
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 | $185,735 | $93,773+98.1% | $125,363+48.2% | $78,044+138.0% |
| Participation rate | 96.9% | 75.6%+21.3pp | 82.4%+14.5pp | 74.4%+22.4pp |
| Annual return | -15.28% | 277.78%-293.1pp | 572.15%-587.4pp | 10.87%-26.2pp |
| Employer contribution / active EE | $3,774 | $3,678+2.6% | $4,815-21.6% | $3,125+20.8% |
| Participant deferral / active EE | $11,604 | $6,971+66.4% | $7,447+55.8% | $5,084+128.2% |
| Admin fee / account holder | $54 | $67-19.6% | $10,005-99.5% | $79-31.8% |