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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $220,383 |
Service code 10 · EIN 52-2370901 | Accounting | $85,000 |
THREE BELL CAPITAL LLC5 years Filed as: THREE BELL CAPITAL Service code 27 · EIN 45-3567626 | Advisory (Plan) | $64,844 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $56,225 | $87,621-35.8% | $86,460-35.0% | $77,906-27.8% |
| Participation rate | 97.9% | 85.8%+12.1pp | 80.3%+17.5pp | 73.7%+24.2pp |
| Annual return | -8.95% | -13.90%+4.9pp | 4399.82%-4408.8pp | 12.16%-21.1pp |
| Employer contribution / active EE | $5,314 | $3,474+53.0% | $3,771+40.9% | $2,846+86.7% |
| Participant deferral / active EE | $17,792 | $8,645+105.8% | $6,954+155.9% | $4,805+270.3% |
| Admin fee / account holder | $55 | $85-35.3% | $6,727-99.2% | $133-58.7% |