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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 16 · EIN 33-0785439 | Consulting | $20,625 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$16,732 |
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 | $120,231 | $88,122+36.4% | $141,197-14.8% | $67,582+77.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.5%+17.5pp | 71.3%+28.7pp |
| Annual return | 29.37% | 75.40%-46.0pp | 71.41%-42.0pp | 378.57%-349.2pp |
| Employer contribution / active EE | $7,510 | $3,224+132.9% | $4,736+58.6% | $2,148+249.7% |
| Participant deferral / active EE | $10,413 | $5,958+74.8% | $6,710+55.2% | $3,539+194.2% |
| Admin fee / account holder | $100 | $131-23.6% | $10,265-99.0% | $142-29.8% |