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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LAVINE, LOFGREN, MORRIS & ENGELBER Service code 10 · EIN 33-0690020 | Accounting | $5,200 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,538 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $137,791 | $88,137+56.3% | $164,975-16.5% | $74,429+85.1% |
| Participation rate | 90.2% | 73.1%+17.1pp | 78.6%+11.6pp | 67.2%+23.0pp |
| Annual return | 19.91% | 17.13%+2.8pp | 70.12%-50.2pp | 1368.38%-1348.5pp |
| Employer contribution / active EE | $1,243 | $2,597-52.1% | $4,343-71.4% | $2,625-52.7% |
| Participant deferral / active EE | $10,987 | $4,501+144.1% | $6,033+82.1% | $4,348+152.7% |
| Admin fee / account holder | $2 | $2,231-99.9% | $12,688-100.0% | $1,944-99.9% |