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| Provider | Service type | Compensation |
|---|---|---|
HUMAN INTEREST ADVISOR LLC8+ years Filed as: HUMAN INVESTING Service code 27 · EIN 74-3130983 | Advisory (Plan) | $67,605 |
Service code 37 · EIN 04-2647786 | Loan Processing | $48,289 |
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 | $88,978 | $46,332+92.0% | $143,797-38.1% | $64,824+37.3% |
| Participation rate | 95.6% | 64.2%+31.3pp | 80.3%+15.3pp | 71.5%+24.1pp |
| Annual return | -16.48% | -10.05%-6.4pp | -0.04%-16.4pp | 32.84%-49.3pp |
| Employer contribution / active EE | $4,349 | $1,911+127.6% | $4,952-12.2% | $2,507+73.5% |
| Participant deferral / active EE | $5,519 | $2,647+108.5% | $5,638-2.1% | $4,311+28.0% |
| Admin fee / account holder | $290 | $154+88.8% | $14,679-98.0% | $188+54.6% |