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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $36,822 |
COHNREZNICK LLP3 years Service code 10 · EIN 22-1478099 | Accounting | $30,500 |
Filed as: ALLIANT INSURANCE SERVICES 401(K)/ Service code 16 · EIN 33-0785439 | Consulting | $8,250 |
MY BENEFITS, LLC1 year Filed as: T&H BENEFITS LLC Service code 16 · EIN 33-0785439 | Consulting | $4,125 |
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 | $144,169 | $100,801+43.0% | $149,745-3.7% | $73,412+96.4% |
| Participation rate | 70.5% | 77.7%-7.2pp | 82.5%-12.0pp | 72.2%-1.7pp |
| Annual return | 19.04% | 265.34%-246.3pp | 276.72%-257.7pp | 59.30%-40.3pp |
| Employer contribution / active EE | $5,113 | $3,312+54.4% | $4,646+10.1% | $2,234+128.9% |
| Participant deferral / active EE | $7,179 | $6,404+12.1% | $6,843+4.9% | $3,806+88.6% |
| Admin fee / account holder | $194 | $181+7.3% | $9,312-97.9% | $158+22.9% |