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| Provider | Service type | Compensation |
|---|---|---|
PETERSON SULLIVAN LLP1+ years Service code 10 · EIN 91-0605875 | Accounting | $12,870 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,150 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $85,255 | $70,002+21.8% | $115,038-25.9% | $52,331+62.9% |
| Participation rate | 98.2% | 72.1%+26.1pp | 81.4%+16.8pp | 68.1%+30.1pp |
| Annual return | -1.90% | 4.04%-5.9pp | 26.14%-28.0pp | 4.54%-6.4pp |
| Employer contribution / active EE | $5,091 | $2,715+87.5% | $4,608+10.5% | $1,882+170.6% |
| Participant deferral / active EE | $7,340 | $4,920+49.2% | $6,026+21.8% | $3,022+142.9% |
| Admin fee / account holder | $120 | $566-78.8% | $8,175-98.5% | $592-79.7% |