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| Provider | Service type | Compensation |
|---|---|---|
THE WAGNER LAW GROUP1 year Filed as: WAGNER LAW Service code 16 · EIN 04-3323315 | Consulting | $29,442 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$36,683 |
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 | $93,800 | $80,177+17.0% | $123,894-24.3% | $57,658+62.7% |
| Participation rate | 95.0% | 74.4%+20.5pp | 81.4%+13.5pp | 70.2%+24.7pp |
| Annual return | 9.62% | 17.90%-8.3pp | 47.52%-37.9pp | 5.13%+4.5pp |
| Employer contribution / active EE | $5,053 | $2,913+73.5% | $4,617+9.4% | $1,974+156.0% |
| Participant deferral / active EE | $8,088 | $5,130+57.6% | $5,984+35.1% | $3,061+164.2% |
| Admin fee / account holder | $39 | $106-63.7% | $8,357-99.5% | $95-59.2% |