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| Provider | Service type | Compensation |
|---|---|---|
PKF O'CONNOR DAVIES, LLP1 year Service code 10 · EIN 27-1728945 | Accounting | $13,050 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$64,968 |
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 | $80,816 | $70,106+15.3% | $80,977-0.2% | $63,975+26.3% |
| Participation rate | 98.4% | 79.4%+19.1pp | 75.8%+22.6pp | 71.1%+27.3pp |
| Annual return | 10.85% | 13.93%-3.1pp | 17.11%-6.3pp | 48.65%-37.8pp |
| Employer contribution / active EE | $4,202 | $2,042+105.8% | $3,715+13.1% | $2,182+92.6% |
| Participant deferral / active EE | $8,211 | $5,245+56.6% | $5,696+44.1% | $3,356+144.6% |
| Admin fee / account holder | -$14 | $57-125.4% | $5,517-100.3% | $70-120.6% |