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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 | $80,748+58.8% | $102,383+25.2% | $74,429+72.3% |
| Participation rate | 96.4% | 65.7%+30.8pp | 74.5%+21.9pp | 67.2%+29.2pp |
| Annual return | 12.60% | 27.57%-15.0pp | 24.94%-12.3pp | 1368.38%-1355.8pp |
| Employer contribution / active EE | $4,473 | $3,159+41.6% | $3,870+15.6% | $2,625+70.4% |
| Participant deferral / active EE | $7,354 | $3,861+90.5% | $5,060+45.3% | $4,348+69.1% |
| Admin fee / account holder | $21 | $2,371-99.1% | $8,391-99.7% | $1,944-98.9% |