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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $103,787 |
CROWE LLP1+ years Filed as: CROWE HORWATH Service code 16 · EIN 35-0921680 | Consulting | $7,479 |
Annual investment return 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 | $17,348 | $54,281-68.0% | $60,547-71.3% | $59,188-70.7% |
| Participation rate | 82.2% | 66.8%+15.4pp | 68.0%+14.3pp | 69.4%+12.8pp |
| Annual return | -1.89% | 1.74%-3.6pp | 335.64%-337.5pp | 5.51%-7.4pp |
| Employer contribution / active EE | $866 | $2,031-57.4% | $2,419-64.2% | $2,098-58.7% |
| Participant deferral / active EE | $1,966 | $2,789-29.5% | $3,328-40.9% | $3,265-39.8% |
| Admin fee / account holder | $77 | $64+18.9% | $4,536-98.3% | $92-16.8% |