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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Float re... | $404,383 |
CAMMACK LARHETTE ADVISORS2+ years Service code 16 · EIN 20-4668732 | Consulting | $110,000 |
CARON & BLETZER, PLLC2+ years Service code 10 · EIN 04-3499945 | Accounting | $12,500 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $78,520 | $37,213+111.0% | $156,551-49.8% | $63,975+22.7% |
| Participation rate | 97.3% | 65.0%+32.4pp | 84.0%+13.3pp | 71.1%+26.2pp |
| Annual return | 10.33% | 47.89%-37.6pp | 32.23%-21.9pp | 48.65%-38.3pp |
| Employer contribution / active EE | $2,613 | $1,357+92.6% | $5,501-52.5% | $2,182+19.8% |
| Participant deferral / active EE | $5,546 | $2,070+167.9% | $4,871+13.9% | $3,356+65.2% |
| Admin fee / account holder | $104 | $56+84.1% | $13,028-99.2% | $70+47.2% |