Filed February 11, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $53,757 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $16,225 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $139,202 | $106,110+31.2% | $147,005-5.3% | $77,671+79.2% |
| Participation rate | 88.5% | 78.4%+10.1pp | 82.2%+6.3pp | 70.6%+17.9pp |
| Annual return | 19.07% | 56.77%-37.7pp | 418.76%-399.7pp | 31.21%-12.1pp |
| Employer contribution / active EE | $6,646 | $4,065+63.5% | $4,934+34.7% | $2,726+143.8% |
| Participant deferral / active EE | $15,282 | $7,992+91.2% | $8,070+89.4% | $4,648+228.8% |
| Admin fee / account holder | $64 | $338-81.1% | $13,006-99.5% | $430-85.2% |