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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 38-2722519 | Other Commissions | $181,380 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,900 |
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 | $174,608 | $99,201+76.0% | $96,544+80.9% | $74,473+134.5% |
| Participation rate | 93.4% | 80.7%+12.7pp | 76.0%+17.4pp | 70.7%+22.7pp |
| Annual return | 19.21% | 22.40%-3.2pp | 25.88%-6.7pp | 34.36%-15.1pp |
| Employer contribution / active EE | $3,044 | $2,570+18.4% | $2,966+2.6% | $2,638+15.4% |
| Participant deferral / active EE | $14,570 | $4,938+195.1% | $4,851+200.3% | $4,530+221.6% |
| Admin fee / account holder | $5 | $225-97.7% | $8,254-99.9% | $347-98.5% |