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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $40,244 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,990 |
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 | $96,540 | $91,439+5.6% | $135,974-29.0% | $71,511+35.0% |
| Participation rate | 90.4% | 75.7%+14.7pp | 81.9%+8.5pp | 67.9%+22.4pp |
| Annual return | 18.73% | 29.90%-11.2pp | 68.30%-49.6pp | 28.86%-10.1pp |
| Employer contribution / active EE | $2,108 | $3,705-43.1% | $4,859-56.6% | $2,589-18.6% |
| Participant deferral / active EE | $9,539 | $7,093+34.5% | $7,760+22.9% | $4,291+122.3% |
| Admin fee / account holder | $278 | $1,267-78.0% | $10,767-97.4% | $1,588-82.5% |