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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 390 N ORANGE AVE STE 750 · ORLANDO, FL 32801 | Other Commissions | $55,975 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,583 |
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 | $159,506 | $70,917+124.9% | $98,920+61.2% | $73,497+117.0% |
| Participation rate | 98.8% | 73.8%+25.0pp | 76.0%+22.7pp | 70.7%+28.1pp |
| Annual return | 10.82% | 34.18%-23.4pp | 196.47%-185.7pp | 28.51%-17.7pp |
| Employer contribution / active EE | $5,371 | $2,037+163.7% | $2,689+99.7% | $2,270+136.6% |
| Participant deferral / active EE | $6,381 | $3,501+82.3% | $4,245+50.3% | $3,740+70.6% |
| Admin fee / account holder | $14 | $535-97.3% | $6,643-99.8% | $513-97.2% |