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 | $106,247+31.0% | $147,096-5.4% | $77,714+79.1% |
| Participation rate | 88.5% | 78.4%+10.1pp | 82.2%+6.3pp | 70.6%+17.9pp |
| Annual return | 19.07% | 56.87%-37.8pp | 419.75%-400.7pp | 31.26%-12.2pp |
| Employer contribution / active EE | $6,646 | $4,069+63.3% | $4,936+34.6% | $2,727+143.7% |
| Participant deferral / active EE | $15,282 | $7,996+91.1% | $8,071+89.3% | $4,649+228.7% |
| Admin fee / account holder | $64 | $338-81.2% | $13,005-99.5% | $433-85.3% |