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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 | $101,591-14.9% | $147,096-41.2% | $74,429+16.2% |
| Participation rate | 93.1% | 75.5%+17.6pp | 82.2%+11.0pp | 67.2%+25.9pp |
| Annual return | 16.77% | 8746.45%-8729.7pp | 419.75%-403.0pp | 1368.38%-1351.6pp |
| Employer contribution / active EE | $1,568 | $3,813-58.9% | $4,936-68.2% | $2,625-40.3% |
| Participant deferral / active EE | $8,279 | $7,302+13.4% | $8,071+2.6% | $4,348+90.4% |
| Admin fee / account holder | $2 | $1,750-99.9% | $13,005-100.0% | $1,944-99.9% |