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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $154,824 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $72,735 |
WHITLEY PENN LLP1 year Filed as: WHITLEY PENN, LLP Service code 10 · EIN 75-2393478 | Accounting | $21,630 |
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 | $29,631 | $53,254-44.4% | $155,602-81.0% | $199,874-85.2% |
| Participation rate | 95.1% | 64.1%+30.9pp | 78.2%+16.9pp | 72.0%+23.1pp |
| Annual return | 16.73% | 41.18%-24.5pp | 64.81%-48.1pp | 34.28%-17.6pp |
| Employer contribution / active EE | $2,014 | $1,848+9.0% | $4,675-56.9% | $3,036-33.7% |
| Participant deferral / active EE | $5,635 | $3,165+78.0% | $5,629+0.1% | $5,090+10.7% |
| Admin fee / account holder | $87 | $186-53.3% | $15,923-99.5% | $269-67.8% |