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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $26,870 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $23,996 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $70,384 | $89,652-21.5% | $141,191-50.1% | $65,185+8.0% |
| Participation rate | 91.9% | 74.7%+17.1pp | 82.5%+9.4pp | 70.2%+21.7pp |
| Annual return | 23.63% | 32.79%-9.2pp | 71.41%-47.8pp | 29.38%-5.8pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $6,673 | $5,691+17.3% | $6,710-0.5% | $3,514+89.9% |
| Admin fee / account holder | $257 | $569-54.8% | $10,264-97.5% | $847-69.7% |