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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $106,911 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $48,825 |
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 | $104,675 | $120,450-13.1% | $159,495-34.4% | $93,010+12.5% |
| Participation rate | 95.1% | 78.0%+17.1pp | 82.8%+12.2pp | 73.9%+21.2pp |
| Annual return | 17.28% | 27.11%-9.8pp | 263.72%-246.4pp | 158.70%-141.4pp |
| Employer contribution / active EE | $3,706 | $3,526+5.1% | $4,831-23.3% | $2,705+37.0% |
| Participant deferral / active EE | $13,195 | $7,283+81.2% | $7,354+79.4% | $4,561+189.3% |
| Admin fee / account holder | $77 | $137-43.8% | $10,804-99.3% | $152-49.3% |