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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $267,904 |
PRIVATE ADVISOR GROUP LLC7+ years Service code 27 · EIN 27-3463733 | Advisory (Plan) | $231,376 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,543 | $112,582-40.0% | $105,608-36.0% | $199,921-66.2% |
| Participation rate | 92.0% | 86.3%+5.7pp | 75.3%+16.7pp | 72.0%+20.0pp |
| Annual return | 17.05% | 15.58%+1.5pp | 116.50%-99.4pp | 34.28%-17.2pp |
| Employer contribution / active EE | $3,585 | $4,580-21.7% | $3,167+13.2% | $3,035+18.1% |
| Participant deferral / active EE | $9,271 | $6,655+39.3% | $5,010+85.1% | $5,089+82.2% |
| Admin fee / account holder | $97 | $107-9.4% | $11,028-99.1% | $269-64.0% |