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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $174,925 |
FIDUCIA GROUP LLC3 years Filed as: FIDUCIA GROUP, LLC Service code 16 · EIN 26-2218504 | Consulting | $38,000 |
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 | $132,919 | $101,523+30.9% | $141,200-5.9% | $77,775+70.9% |
| Participation rate | 96.5% | 77.4%+19.2pp | 82.5%+14.0pp | 73.2%+23.3pp |
| Annual return | 27.71% | 56.22%-28.5pp | 71.41%-43.7pp | 32.58%-4.9pp |
| Employer contribution / active EE | $4,405 | $3,341+31.9% | $4,736-7.0% | $2,504+75.9% |
| Participant deferral / active EE | $15,223 | $6,434+136.6% | $6,710+126.9% | $3,966+283.8% |
| Admin fee / account holder | $117 | $92+27.7% | $10,265-98.9% | $100+16.8% |