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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $54,658 |
MMA SECURITIES LLC1 year Filed as: ASSURED PARTNERS Service code 27 · EIN 45-2712335 | Advisory (Plan) | $36,000 |
BAKER TILLY US, LLP1 year Filed as: MOSS ADAMS/BAKER TILLY Service code 10 · EIN 91-0189318 | Accounting | $30,555 |
HUNNEX AND SHOEMAKER, INC.2 years Service code 16 · EIN 91-1072394 | Consulting | $7,460 |
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 | $96,310 | $129,227-25.5% | $184,260-47.7% | $77,736+23.9% |
| Participation rate | 94.1% | 87.4%+6.8pp | 86.8%+7.3pp | 70.6%+23.6pp |
| Annual return | 15.22% | 33.24%-18.0pp | 28.84%-13.6pp | 31.26%-16.0pp |
| Employer contribution / active EE | $2,534 | $4,412-42.6% | $6,427-60.6% | $2,728-7.1% |
| Participant deferral / active EE | $7,835 | $7,307+7.2% | $9,133-14.2% | $4,651+68.5% |
| Admin fee / account holder | $209 | $256-18.4% | $13,898-98.5% | $433-51.9% |