| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $227,982 |
PRIVATE ADVISOR GROUP LLC6+ years Service code 27 · EIN 27-3463733 | Advisory (Plan) | $207,811 |
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 | $56,237 | $104,631-46.3% | $98,462-42.9% | $80,187-29.9% |
| Participation rate | 94.5% | 87.5%+7.0pp | 75.2%+19.4pp | 72.9%+21.6pp |
| Annual return | 126.89% | 34.72%+92.2pp | 21.20%+105.7pp | 40.40%+86.5pp |
| Employer contribution / active EE | $3,414 | $4,517-24.4% | $3,049+12.0% | $2,980+14.6% |
| Participant deferral / active EE | $9,637 | $6,545+47.2% | $4,738+103.4% | $5,016+92.1% |
| Admin fee / account holder | $85 | $105-19.3% | $8,875-99.0% | $145-41.7% |