Filed April 29, 2024 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $98,702 |
GROOM LAW GROUP5 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $41,620 |
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 | $314,656 | $114,195+175.5% | $106,554+195.3% | $93,010+238.3% |
| Participation rate | 98.7% | 86.4%+12.3pp | 76.1%+22.5pp | 73.9%+24.8pp |
| Annual return | 19.01% | 22.18%-3.2pp | 26.80%-7.8pp | 158.70%-139.7pp |
| Employer contribution / active EE | $13,300 | $4,009+231.8% | $2,819+371.7% | $2,705+391.6% |
| Participant deferral / active EE | $15,921 | $5,908+169.5% | $4,398+262.0% | $4,561+249.1% |
| Admin fee / account holder | $46 | $105-55.9% | $7,408-99.4% | $152-69.6% |