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| Provider | Service type | Compensation |
|---|---|---|
MCSOLEY MCCOY & CO1 year Filed as: MCSOLEY MCCOY & CO. Service code 10 · EIN 03-0327374 | Accounting | $5,600 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,545 |
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 | $87,999 | $76,551+15.0% | $123,894-29.0% | $62,881+39.9% |
| Participation rate | 82.8% | 73.0%+9.8pp | 81.4%+1.3pp | 69.3%+13.5pp |
| Annual return | 8.38% | 18.68%-10.3pp | 47.52%-39.1pp | 20.14%-11.8pp |
| Employer contribution / active EE | $985 | $2,882-65.8% | $4,617-78.7% | $2,281-56.8% |
| Participant deferral / active EE | $5,451 | $4,840+12.6% | $5,984-8.9% | $3,203+70.2% |
| Admin fee / account holder | $116 | $4,826-97.6% | $8,357-98.6% | $4,296-97.3% |