Filed April 29, 2024 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
GROOM LAW GROUP2 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $49,588 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,069 |
Form 5500 reported that benefits due were not provided when due.
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 | $179,324 | $134,045+33.8% | $80,022+124.1% | $75,289+138.2% |
| Participation rate | 97.0% | 85.8%+11.2pp | 75.8%+21.1pp | 72.4%+24.5pp |
| Annual return | -5.39% | -0.56%-4.8pp | 11.22%-16.6pp | -0.04%-5.4pp |
| Employer contribution / active EE | $12,821 | $3,492+267.1% | $2,468+419.5% | $2,405+433.1% |
| Participant deferral / active EE | $14,696 | $4,976+195.3% | $3,686+298.7% | $3,739+293.1% |
| Admin fee / account holder | $20 | $124-84.2% | $6,521-99.7% | $102-80.8% |