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| Provider | Service type | Compensation |
|---|---|---|
SWEENEY CONRAD, P.S.1+ years Filed as: SWEENEY CONRAD Service code 10 · EIN 91-1301672 | Accounting | $23,127 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,495 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,667 | $85,766-53.7% | $136,298-70.9% | $70,126-43.4% |
| Participation rate | 44.4% | 74.2%-29.7pp | 81.9%-37.5pp | 69.5%-25.1pp |
| Annual return | 19.04% | 31.46%-12.4pp | 5156.27%-5137.2pp | 73.15%-54.1pp |
| Employer contribution / active EE | $1,535 | $2,966-48.2% | $4,696-67.3% | $2,343-34.5% |
| Participant deferral / active EE | $3,748 | $5,051-25.8% | $6,247-40.0% | $3,332+12.5% |
| Admin fee / account holder | $234 | $5,421-95.7% | $9,244-97.5% | $4,645-95.0% |