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| Provider | Service type | Compensation |
|---|---|---|
WINDHAM BRANNON1 year Filed as: WINDHAM BRANNON P C Service code 10 · EIN 58-1763439 | Accounting | $16,793 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$250,031 |
Annual investment return 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 | $89,537 | $83,812+6.8% | $123,553-27.5% | $68,904+29.9% |
| Participation rate | 80.9% | 77.0%+3.9pp | 82.3%-1.4pp | 74.1%+6.8pp |
| Annual return | -5.02% | 0.60%-5.6pp | 119.21%-124.2pp | 1.07%-6.1pp |
| Employer contribution / active EE | $1,670 | $2,924-42.9% | $4,628-63.9% | $2,540-34.3% |
| Participant deferral / active EE | $9,104 | $5,609+62.3% | $6,426+41.7% | $4,015+126.7% |
| Admin fee / account holder | -$37 | $65-157.4% | $9,284-100.4% | $71-152.3% |