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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $52,111 |
HUMAN INTEREST ADVISOR LLC3+ years Filed as: HUMAN INVESTING Service code 27 · EIN 74-3130983 | Advisory (Plan) | $45,050 |
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 | $86,735 | $55,453+56.4% | $170,435-49.1% | $62,293+39.2% |
| Participation rate | 99.1% | 66.4%+32.8pp | 83.6%+15.5pp | 69.5%+29.6pp |
| Annual return | 16.12% | 21.38%-5.3pp | 205.94%-189.8pp | 28.90%-12.8pp |
| Employer contribution / active EE | $4,309 | $2,164+99.2% | $5,432-20.7% | $2,042+111.0% |
| Participant deferral / active EE | $5,277 | $2,303+129.2% | $4,939+6.8% | $3,169+66.5% |
| Admin fee / account holder | $266 | $455-41.5% | $13,881-98.1% | $479-44.5% |