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| Provider | Service type | Compensation |
|---|---|---|
WINDHAM BRANNON8+ years Filed as: WINDHAM BANNON Service code 10 · EIN 58-1763439 | Accounting | $29,350 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$221,281 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,133 | $95,388+30.1% | $125,401-1.0% | $77,906+59.3% |
| Participation rate | 85.6% | 78.6%+7.0pp | 82.4%+3.2pp | 73.7%+11.9pp |
| Annual return | -18.83% | 116.19%-135.0pp | 572.53%-591.4pp | 12.16%-31.0pp |
| Employer contribution / active EE | $1,888 | $3,666-48.5% | $4,816-60.8% | $2,846-33.7% |
| Participant deferral / active EE | $11,916 | $7,711+54.5% | $7,448+60.0% | $4,805+148.0% |
| Admin fee / account holder | -$29 | $119-124.1% | $10,008-100.3% | $133-121.6% |