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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $73,800 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $45,148 |
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 | $76,163 | $101,523-25.0% | $141,200-46.1% | $77,775-2.1% |
| Participation rate | 95.8% | 77.4%+18.4pp | 82.5%+13.3pp | 73.2%+22.6pp |
| Annual return | 26.17% | 56.22%-30.1pp | 71.41%-45.2pp | 32.58%-6.4pp |
| Employer contribution / active EE | $3,490 | $3,341+4.5% | $4,736-26.3% | $2,504+39.4% |
| Participant deferral / active EE | $11,336 | $6,434+76.2% | $6,710+68.9% | $3,966+185.8% |
| Admin fee / account holder | $61 | $92-33.0% | $10,265-99.4% | $100-38.7% |