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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $26,533 |
Filed as: INSTITUTIONAL INVESTMENT CONSULTIN Service code 27 · EIN 81-0635433 | Advisory (Plan) | $9,000 |
LITTLE & ASSOCIATES, LLC1 year Service code 10 · EIN 45-3001404 | Accounting | $5,950 |
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 | $46,566 | $89,652-48.1% | $141,197-67.0% | $65,186-28.6% |
| Participation rate | 98.1% | 74.7%+23.4pp | 82.5%+15.6pp | 70.2%+27.9pp |
| Annual return | 29.04% | 32.79%-3.8pp | 71.41%-42.4pp | 29.39%-0.3pp |
| Employer contribution / active EE | $2,523 | $3,065-17.7% | $4,736-46.7% | $2,177+15.9% |
| Participant deferral / active EE | $10,749 | $5,691+88.9% | $6,710+60.2% | $3,514+205.9% |
| Admin fee / account holder | $169 | $569-70.2% | $10,265-98.4% | $847-80.0% |