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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $315,849 |
Service code 29 · EIN 16-0766172 | Legal | $96,602 |
FIDUCIENT ADVISORS LLC1 year Service code 27 · EIN 36-4001764 | Advisory (Plan) | $80,000 |
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 | $41,096 | $78,104-47.4% | $91,227-55.0% | $78,104-47.4% |
| Participation rate | 75.0% | 74.5%+0.5pp | 73.2%+1.8pp | 74.5%+0.5pp |
| Annual return | -15.05% | 10.90%-26.0pp | 114.14%-129.2pp | 10.90%-26.0pp |
| Employer contribution / active EE | $1,785 | $3,128-42.9% | $2,851-37.4% | $3,128-42.9% |
| Participant deferral / active EE | $2,982 | $5,089-41.4% | $4,234-29.6% | $5,089-41.4% |
| Admin fee / account holder | $86 | $79+8.9% | $5,423-98.4% | $79+8.9% |