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| Provider | Service type | Compensation |
|---|---|---|
KAUFMAN ROSSIN & CO1 year Service code 10 · EIN 59-1818353 | Accounting | $18,540 |
Service code 37 · EIN 04-2647786 | Loan Processing | $663 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,034 | $75,388-36.3% | $123,553-61.1% | $55,725-13.8% |
| Participation rate | 81.6% | 75.7%+5.9pp | 82.3%-0.7pp | 70.9%+10.8pp |
| Annual return | -8.30% | 4.48%-12.8pp | 119.21%-127.5pp | 244.93%-253.2pp |
| Employer contribution / active EE | $3,919 | $3,063+27.9% | $4,628-15.3% | $2,078+88.6% |
| Participant deferral / active EE | $6,583 | $5,651+16.5% | $6,426+2.5% | $3,356+96.2% |
| Admin fee / account holder | $64 | $120-46.7% | $9,284-99.3% | $115-44.6% |