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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $73,498 |
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 | $83,443 | $95,388-12.5% | $125,401-33.5% | $77,906+7.1% |
| Participation rate | 97.4% | 78.6%+18.8pp | 82.4%+15.0pp | 73.7%+23.7pp |
| Annual return | -14.84% | 116.19%-131.0pp | 572.53%-587.4pp | 12.16%-27.0pp |
| Employer contribution / active EE | $3,908 | $3,666+6.6% | $4,816-18.8% | $2,846+37.3% |
| Participant deferral / active EE | $13,635 | $7,711+76.8% | $7,448+83.1% | $4,805+183.8% |
| Admin fee / account holder | $54 | $119-54.9% | $10,008-99.5% | $133-59.6% |