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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 38-2722519 | Other Commissions | $27,761 |
Service code 37 · EIN 04-2647786 | Loan Processing | $294 |
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 | $86,465 | $101,499-14.8% | $147,005-41.2% | $74,546+16.0% |
| Participation rate | 93.1% | 75.5%+17.6pp | 82.2%+11.0pp | 67.2%+25.9pp |
| Annual return | 16.77% | 8732.34%-8715.6pp | 418.76%-402.0pp | 1366.03%-1349.3pp |
| Employer contribution / active EE | $1,568 | $3,811-58.8% | $4,934-68.2% | $2,624-40.2% |
| Participant deferral / active EE | $8,279 | $7,304+13.3% | $8,070+2.6% | $4,347+90.4% |
| Admin fee / account holder | $2 | $1,748-99.9% | $13,006-100.0% | $1,944-99.9% |