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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,507 |
PRECEPT ADVISORY GROUP1+ years Filed as: PRECEPT ADVISORY GROUP LLC Service code 61 · EIN 01-0944247 | Finders' fees / placement fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,096 | $86,791-65.3% | $115,038-73.8% | $59,188-49.2% |
| Participation rate | 89.4% | 72.8%+16.5pp | 81.4%+8.0pp | 69.4%+19.9pp |
| Annual return | 11.45% | 4.44%+7.0pp | 26.14%-14.7pp | 5.51%+5.9pp |
| Employer contribution / active EE | $0 | $2,950-100.0% | $4,608-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $9,141 | $5,298+72.5% | $6,026+51.7% | $3,265+180.0% |
| Admin fee / account holder | $4 | $95-95.4% | $8,175-99.9% | $92-95.3% |