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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $63,543 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $12,000 |
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 | $45,571 | $64,612-29.5% | $86,439-47.3% | $64,814-29.7% |
| Participation rate | 97.1% | 81.5%+15.6pp | 80.3%+16.8pp | 71.5%+25.6pp |
| Annual return | -10.67% | 0.66%-11.3pp | 4395.55%-4406.2pp | 32.84%-43.5pp |
| Employer contribution / active EE | $5,490 | $2,744+100.1% | $3,769+45.7% | $2,507+119.0% |
| Participant deferral / active EE | $11,740 | $7,497+56.6% | $6,952+68.9% | $4,310+172.4% |
| Admin fee / account holder | $166 | $169-2.0% | $6,732-97.5% | $188-11.8% |