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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 38-2722519 | Other Commissions | $183,103 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,799 |
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 | $138,745 | $72,303+91.9% | $86,698+60.0% | $64,824+114.0% |
| Participation rate | 95.6% | 80.4%+15.2pp | 76.6%+19.1pp | 71.5%+24.2pp |
| Annual return | -17.01% | 392.77%-409.8pp | 35.96%-53.0pp | 32.84%-49.9pp |
| Employer contribution / active EE | $3,623 | $2,393+51.4% | $2,837+27.7% | $2,507+44.5% |
| Participant deferral / active EE | $13,707 | $4,660+194.2% | $4,656+194.4% | $4,311+217.9% |
| Admin fee / account holder | $3 | $174-98.4% | $7,492-100.0% | $188-98.5% |