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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 37 · EIN 13-3036745 | Loan Processing | $3,000 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $34,695 | $56,638-38.7% | $169,390-79.5% | $74,460-53.4% |
| Participation rate | 92.5% | 67.5%+25.0pp | 77.2%+15.3pp | 70.7%+21.7pp |
| Annual return | 24.34% | 24.75%-0.4pp | 406.07%-381.7pp | 34.38%-10.0pp |
| Employer contribution / active EE | $2,753 | $2,027+35.8% | $4,013-31.4% | $2,638+4.3% |
| Participant deferral / active EE | $6,725 | $4,223+59.3% | $6,222+8.1% | $4,530+48.5% |
| Admin fee / account holder | $7 | $307-97.9% | $9,015-99.9% | $348-98.1% |