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| Provider | Service type | Compensation |
|---|---|---|
HUMAN INTEREST ADVISOR LLC9+ years Filed as: HUMAN INVESTING Service code 27 · EIN 74-3130983 | Advisory (Plan) | $65,809 |
Service code 37 · EIN 04-2647786 | Loan Processing | $40,516 |
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 | $103,552 | $47,180+119.5% | $149,723-30.8% | $74,473+39.0% |
| Participation rate | 92.1% | 63.4%+28.7pp | 78.8%+13.3pp | 70.7%+21.4pp |
| Annual return | 20.17% | 22.75%-2.6pp | 134.50%-114.3pp | 34.36%-14.2pp |
| Employer contribution / active EE | $3,724 | $1,907+95.3% | $4,821-22.8% | $2,638+41.1% |
| Participant deferral / active EE | $5,427 | $2,730+98.8% | $5,682-4.5% | $4,530+19.8% |
| Admin fee / account holder | $253 | $343-26.4% | $13,215-98.1% | $347-27.2% |