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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 | $88,087+56.4% | $164,866-16.4% | $74,546+84.8% |
| Participation rate | 90.2% | 73.1%+17.1pp | 78.6%+11.6pp | 67.2%+23.0pp |
| Annual return | 19.91% | 17.27%+2.6pp | 69.97%-50.1pp | 1366.03%-1346.1pp |
| Employer contribution / active EE | $1,243 | $2,595-52.1% | $4,343-71.4% | $2,624-52.6% |
| Participant deferral / active EE | $10,987 | $4,499+144.2% | $6,033+82.1% | $4,347+152.7% |
| Admin fee / account holder | $2 | $2,232-99.9% | $12,689-100.0% | $1,944-99.9% |