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| Provider | Service type | Compensation |
|---|---|---|
WINDHAM BRANNON7+ years Filed as: WINDHAM BANNON Service code 10 · EIN 58-1763439 | Accounting | $5,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$281,053 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $152,017 | $114,842+32.4% | $159,495-4.7% | $101,555+49.7% |
| Participation rate | 85.0% | 71.6%+13.3pp | 82.8%+2.2pp | 74.5%+10.4pp |
| Annual return | 17.20% | 22.90%-5.7pp | 263.72%-246.5pp | 21.00%-3.8pp |
| Employer contribution / active EE | $1,851 | $3,203-42.2% | $4,831-61.7% | $2,972-37.7% |
| Participant deferral / active EE | $11,378 | $6,336+79.6% | $7,354+54.7% | $4,874+133.4% |
| Admin fee / account holder | -$41 | $80-150.6% | $10,804-100.4% | $139-129.1% |