Filed April 29, 2024 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
GROOM LAW GROUP4 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $61,071 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,587 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $260,063 | $105,190+147.2% | $98,920+162.9% | $90,274+188.1% |
| Participation rate | 98.5% | 86.4%+12.2pp | 76.0%+22.5pp | 73.4%+25.2pp |
| Annual return | 9.66% | 18.52%-8.9pp | 196.47%-186.8pp | 53.97%-44.3pp |
| Employer contribution / active EE | $15,474 | $3,831+304.0% | $2,689+475.4% | $2,523+513.2% |
| Participant deferral / active EE | $17,285 | $5,616+207.8% | $4,245+307.2% | $4,231+308.6% |
| Admin fee / account holder | $25 | $97-74.8% | $6,643-99.6% | $114-78.5% |