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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 | $101,672-15.0% | $147,117-41.2% | $74,478+16.1% |
| Participation rate | 93.1% | 75.5%+17.6pp | 82.2%+11.0pp | 67.2%+25.9pp |
| Annual return | 16.77% | 8757.83%-8741.1pp | 420.54%-403.8pp | 1370.56%-1353.8pp |
| Employer contribution / active EE | $1,568 | $3,813-58.9% | $4,932-68.2% | $2,626-40.3% |
| Participant deferral / active EE | $8,279 | $7,305+13.3% | $8,065+2.7% | $4,350+90.3% |
| Admin fee / account holder | $2 | $1,753-99.9% | $12,993-100.0% | $1,946-99.9% |