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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 42-1445429 | Other Commissions | $34,895 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,574 |
Form 5500 reported that benefits due were not provided when due.
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 | $128,226 | $80,781+58.7% | $102,437+25.2% | $74,478+72.2% |
| Participation rate | 96.4% | 65.7%+30.8pp | 74.5%+21.9pp | 67.2%+29.2pp |
| Annual return | 12.60% | 27.58%-15.0pp | 24.95%-12.3pp | 1370.56%-1358.0pp |
| Employer contribution / active EE | $4,473 | $3,160+41.6% | $3,871+15.6% | $2,626+70.3% |
| Participant deferral / active EE | $7,354 | $3,862+90.4% | $5,060+45.3% | $4,350+69.0% |
| Admin fee / account holder | $21 | $2,372-99.1% | $8,388-99.7% | $1,946-98.9% |