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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $33,864 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $26,350 |
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 | $199,798 | $108,759+83.7% | $149,751+33.4% | $93,223+114.3% |
| Participation rate | 93.1% | 70.7%+22.4pp | 82.5%+10.6pp | 74.9%+18.2pp |
| Annual return | 26.15% | 19.53%+6.6pp | 276.71%-250.6pp | 19.29%+6.9pp |
| Employer contribution / active EE | $5,709 | $2,777+105.6% | $4,646+22.9% | $2,680+113.1% |
| Participant deferral / active EE | $17,456 | $6,149+183.9% | $6,843+155.1% | $4,563+282.5% |
| Admin fee / account holder | -$5 | $81-105.8% | $9,312-100.1% | $79-105.9% |