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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,931 |
EISNERAMPER LLP1 year Service code 10 · EIN 13-1639826 | Accounting | $7,280 |
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 | $161,042 | $79,523+102.5% | $140,019+15.0% | $56,289+186.1% |
| Participation rate | 92.2% | 85.7%+6.5pp | 87.5%+4.7pp | 69.9%+22.3pp |
| Annual return | -7.41% | 2.39%-9.8pp | 651.17%-658.6pp | -9.96%+2.6pp |
| Employer contribution / active EE | $5,883 | $3,350+75.6% | $5,605+5.0% | $2,111+178.7% |
| Participant deferral / active EE | $13,688 | $5,129+166.9% | $6,927+97.6% | $3,350+308.6% |
| Admin fee / account holder | $264 | $614-57.0% | $10,705-97.5% | $521-49.3% |