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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS3+ years Filed as: FIRST AMERICAN BANK Service code 15 · EIN 36-1078850 | Recordkeeping | $17,687 |
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 | $39,051 | $46,173-15.4% | $170,435-77.1% | $69,631-43.9% |
| Participation rate | 75.1% | 63.9%+11.2pp | 83.6%-8.5pp | 70.7%+4.4pp |
| Annual return | 13.16% | 21.62%-8.5pp | 205.94%-192.8pp | 27571.02%-27557.9pp |
| Employer contribution / active EE | $839 | $1,610-47.9% | $5,432-84.6% | $2,032-58.7% |
| Participant deferral / active EE | $3,440 | $2,080+65.4% | $4,939-30.4% | $3,224+6.7% |
| Admin fee / account holder | $27 | $116-76.5% | $13,881-99.8% | $110-75.4% |