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| Provider | Service type | Compensation |
|---|---|---|
OCONNOR DAVIES,1 year Filed as: OCONNOR DAVIS LLP Service code 10 · EIN 27-1728945 | Accounting | $13,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$110,633 |
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 | $103,881 | $80,360+29.3% | $90,161+15.2% | $77,958+33.3% |
| Participation rate | 98.9% | 81.9%+17.0pp | 76.9%+22.1pp | 71.6%+27.3pp |
| Annual return | 24.10% | 24.56%-0.5pp | 34.89%-10.8pp | 20.87%+3.2pp |
| Employer contribution / active EE | $4,660 | $2,326+100.4% | $3,318+40.4% | $2,310+101.7% |
| Participant deferral / active EE | $9,085 | $5,829+55.9% | $5,287+71.8% | $3,537+156.9% |
| Admin fee / account holder | -$26 | $64-141.3% | $5,943-100.4% | $97-127.1% |