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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,999 |
CHARTER ADVISORY CORP2 years Service code 27 230 EAST 96TH STREET · INDIANAPOLIS, IN 46240 | Advisory (Plan) | $11,348 |
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 | $90,188 | $64,909+38.9% | $82,312+9.6% | $62,293+44.8% |
| Participation rate | 71.5% | 74.9%-3.4pp | 76.9%-5.4pp | 69.5%+2.0pp |
| Annual return | 30.41% | 21.18%+9.2pp | 25.88%+4.5pp | 28.90%+1.5pp |
| Employer contribution / active EE | $3,687 | $1,676+120.0% | $2,428+51.9% | $2,042+80.6% |
| Participant deferral / active EE | $5,874 | $3,103+89.3% | $3,706+58.5% | $3,169+85.3% |
| Admin fee / account holder | $149 | $440-66.2% | $5,608-97.3% | $479-69.0% |