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| Provider | Service type | Compensation |
|---|---|---|
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $10,387 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,106 |
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 | $37,653 | $96,458-61.0% | $136,298-72.4% | $77,958-51.7% |
| Participation rate | 90.7% | 75.4%+15.3pp | 81.9%+8.7pp | 71.6%+19.0pp |
| Annual return | 29.80% | 23.78%+6.0pp | 5156.27%-5126.5pp | 20.87%+8.9pp |
| Employer contribution / active EE | $0 | $3,144-100.0% | $4,696-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $10,104 | $5,902+71.2% | $6,247+61.7% | $3,537+185.7% |
| Admin fee / account holder | $8 | $80-90.3% | $9,244-99.9% | $97-91.9% |