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| Provider | Service type | Compensation |
|---|---|---|
THE PFE GROUP2+ years Filed as: PFE GROUP Service code 16 · EIN 71-1036677 | Consulting | $95,437 |
WOLF & COMPANY, P.C.2+ years Service code 16 · EIN 04-2689883 | Consulting | $18,580 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$92,714 |
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 | $93,280 | $85,635+8.9% | $123,894-24.7% | $63,975+45.8% |
| Participation rate | 93.6% | 74.9%+18.6pp | 81.4%+12.2pp | 71.1%+22.4pp |
| Annual return | 8.91% | 15.74%-6.8pp | 47.52%-38.6pp | 48.65%-39.7pp |
| Employer contribution / active EE | $3,272 | $3,076+6.3% | $4,617-29.1% | $2,182+50.0% |
| Participant deferral / active EE | $10,055 | $5,667+77.4% | $5,984+68.0% | $3,356+199.6% |
| Admin fee / account holder | $14 | $75-81.6% | $8,357-99.8% | $70-80.4% |