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| Provider | Service type | Compensation |
|---|---|---|
WINDHAM BRANNON1+ years Filed as: WINDHAM BANNON Service code 10 · EIN 58-1763439 | Accounting | $31,856 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$242,909 |
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 | $75,525 | $79,558-5.1% | $115,038-34.3% | $67,505+11.9% |
| Participation rate | 78.0% | 74.3%+3.7pp | 81.4%-3.4pp | 71.2%+6.8pp |
| Annual return | 4.51% | 4.65%-0.1pp | 26.14%-21.6pp | 6.52%-2.0pp |
| Employer contribution / active EE | $1,464 | $2,529-42.1% | $4,608-68.2% | $2,173-32.6% |
| Participant deferral / active EE | $7,112 | $5,510+29.1% | $6,026+18.0% | $3,597+97.8% |
| Admin fee / account holder | -$40 | $60-166.1% | $8,175-100.5% | $56-170.5% |