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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $66,145 |
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 | $102,344 | $107,415-4.7% | $135,998-24.7% | $80,187+27.6% |
| Participation rate | 95.2% | 78.0%+17.2pp | 81.9%+13.3pp | 72.9%+22.3pp |
| Annual return | 20.91% | 91.99%-71.1pp | 68.37%-47.5pp | 40.40%-19.5pp |
| Employer contribution / active EE | $3,852 | $3,878-0.7% | $4,860-20.7% | $2,980+29.3% |
| Participant deferral / active EE | $13,858 | $8,189+69.2% | $7,761+78.6% | $5,016+176.3% |
| Admin fee / account holder | $49 | $127-61.3% | $10,769-99.5% | $145-66.1% |