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| Provider | Service type | Compensation |
|---|---|---|
PURSHE KAPLAN STERLING INV4 years Service code 55 · EIN 13-3749682 | Other Commissions | $40,332 |
Service code 55 390 N ORANGE AVE STE 750 · ORLANDO, FL 32801 | Other Commissions | $9,409 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,889 |
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 | $140,828 | $66,319+112.3% | $93,621+50.4% | $65,185+116.0% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | 20.33% | 42.59%-22.3pp | 32.76%-12.4pp | 29.38%-9.1pp |
| Employer contribution / active EE | $4,772 | $2,013+137.1% | $2,719+75.5% | $2,177+119.2% |
| Participant deferral / active EE | $5,737 | $3,343+71.6% | $4,070+41.0% | $3,514+63.3% |
| Admin fee / account holder | $13 | $6,900-99.8% | $7,890-99.8% | $847-98.5% |