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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 390 N ORANGE AVE STE 750 · ORLANDO, FL 32801 | Other Commissions | $61,820 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,907 |
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 | $136,952 | $72,620+88.6% | $90,760+50.9% | $66,938+104.6% |
| Participation rate | 99.4% | 73.7%+25.7pp | 75.7%+23.7pp | 69.8%+29.6pp |
| Annual return | -15.58% | -12.28%-3.3pp | -12.16%-3.4pp | 1.58%-17.2pp |
| Employer contribution / active EE | $5,806 | $2,369+145.1% | $2,922+98.7% | $2,545+128.1% |
| Participant deferral / active EE | $6,073 | $3,979+52.6% | $4,565+33.0% | $4,238+43.3% |
| Admin fee / account holder | $9 | $707-98.7% | $8,444-99.9% | $594-98.5% |