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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Participant loan p... | $44,914 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,231 | $57,921+38.5% | $84,753-5.3% | $57,658+39.1% |
| Participation rate | 98.3% | 72.9%+25.4pp | 76.6%+21.8pp | 70.2%+28.1pp |
| Annual return | 7.61% | 10.24%-2.6pp | 22.78%-15.2pp | 5.13%+2.5pp |
| Employer contribution / active EE | $6,288 | $2,598+142.0% | $3,574+75.9% | $1,974+218.6% |
| Participant deferral / active EE | $2,715 | $2,742-1.0% | $3,712-26.9% | $3,061-11.3% |
| Admin fee / account holder | $123 | $130-5.4% | $5,333-97.7% | $95+29.8% |