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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 04-3638035 | Consulting | $64,054 |
THE PFE GROUP7+ years Filed as: PFE GROUP Service code 16 · EIN 71-1036677 | Consulting | $34,367 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,598 |
WOLF & COMPANY, P.C.7+ years Service code 10 · EIN 04-2689883 | Accounting | $17,129 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,328 | $120,450+25.6% | $159,495-5.1% | $93,010+62.7% |
| Participation rate | 95.6% | 78.0%+17.6pp | 82.8%+12.7pp | 73.9%+21.7pp |
| Annual return | 18.10% | 27.11%-9.0pp | 263.72%-245.6pp | 158.70%-140.6pp |
| Employer contribution / active EE | $3,389 | $3,526-3.9% | $4,831-29.9% | $2,705+25.3% |
| Participant deferral / active EE | $12,849 | $7,283+76.4% | $7,354+74.7% | $4,561+181.7% |
| Admin fee / account holder | $186 | $137+36.4% | $10,804-98.3% | $152+22.9% |