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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $151,540 |
Filed as: CAPTRUST Service code 26 · EIN 26-0058143 | Advisory (Participants) | $71,219 |
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 | $160,544 | $139,767+14.9% | $153,741+4.4% | $200,096-19.8% |
| Participation rate | 94.2% | 85.1%+9.1pp | 77.1%+17.1pp | 72.0%+22.2pp |
| Annual return | 21.87% | 20.59%+1.3pp | 15.71%+6.2pp | 34.26%-12.4pp |
| Employer contribution / active EE | $7,024 | $6,517+7.8% | $5,042+39.3% | $3,038+131.2% |
| Participant deferral / active EE | $10,535 | $8,055+30.8% | $6,757+55.9% | $5,090+107.0% |
| Admin fee / account holder | $104 | $98+5.9% | $12,749-99.2% | $269-61.5% |