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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIA GROUP LLC2 years Filed as: FIDUCIA GROUP, LLC Service code 16 · EIN 26-2218504 | Consulting | $45,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$83,736 |
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 | $102,115 | $88,874+14.9% | $123,553-17.4% | $75,289+35.6% |
| Participation rate | 96.9% | 75.9%+21.1pp | 82.3%+14.6pp | 72.4%+24.5pp |
| Annual return | -1.85% | 4.22%-6.1pp | 119.21%-121.1pp | -0.04%-1.8pp |
| Employer contribution / active EE | $4,254 | $3,256+30.7% | $4,628-8.1% | $2,405+76.9% |
| Participant deferral / active EE | $14,350 | $6,174+132.4% | $6,426+123.3% | $3,739+283.8% |
| Admin fee / account holder | $4 | $95-95.8% | $9,284-100.0% | $102-96.1% |