Filed November 1, 2024
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN COMMUNITY WEALTH MANAGEMEN Service code 27 · EIN 74-3257476 | Advisory (Plan) | $37,753 |
Service code 37 · EIN 04-2647786 | Loan Processing | $850 |
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 | $46,517 | $56,640-17.9% | $78,002-40.4% | $55,167-15.7% |
| Participation rate | 78.8% | 73.3%+5.4pp | 75.5%+3.2pp | 69.0%+9.8pp |
| Annual return | 7.65% | 2868.48%-2860.8pp | 425.99%-418.3pp | 169.23%-161.6pp |
| Employer contribution / active EE | $1,464 | $1,724-15.0% | $2,470-40.7% | $1,963-25.4% |
| Participant deferral / active EE | $4,062 | $2,778+46.2% | $3,497+16.1% | $3,054+33.0% |
| Admin fee / account holder | $194 | $467-58.4% | $5,481-96.5% | $504-61.5% |