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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $483,574 |
Filed as: COMPERIO RETIREMENT CONSULTING INC Service code 27 · EIN 20-4798483 | Advisory (Plan) | $26,867 |
Filed as: ROMEO, WIGGINS & COMPANY, LLP Service code 10 · EIN 56-1627242 | Accounting | $11,225 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,536 | $103,657-74.4% | $86,681-69.4% | $103,657-74.4% |
| Participation rate | 80.1% | 73.4%+6.7pp | 71.7%+8.4pp | 73.4%+6.7pp |
| Annual return | 46.07% | 33.13%+12.9pp | 593.32%-547.3pp | 33.13%+12.9pp |
| Employer contribution / active EE | $2,202 | $3,216-31.5% | $3,026-27.2% | $3,216-31.5% |
| Participant deferral / active EE | $3,394 | $5,218-35.0% | $4,440-23.6% | $5,218-35.0% |
| Admin fee / account holder | $52 | $114-54.1% | $5,620-99.1% | $114-54.1% |