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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $333,244 |
AON CONSULTING4 years Filed as: AON INVESTMENTS USA INC. Service code 16 · EIN 36-3109431 | Consulting | $82,500 |
Service code 10 · EIN 13-4008324 | Accounting | $39,200 |
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 | $83,287 | $129,756-35.8% | $170,055-51.0% | $103,657-19.7% |
| Participation rate | 96.1% | 91.3%+4.8pp | 87.0%+9.1pp | 73.4%+22.7pp |
| Annual return | 17.63% | 20.17%-2.5pp | 53.43%-35.8pp | 33.13%-15.5pp |
| Employer contribution / active EE | $3,255 | $5,236-37.8% | $6,790-52.1% | $3,216+1.2% |
| Participant deferral / active EE | $6,846 | $8,283-17.4% | $10,410-34.2% | $5,218+31.2% |
| Admin fee / account holder | $62 | $73-15.0% | $12,828-99.5% | $114-45.7% |