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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LARA MAY AND ASSOCIATES, LLC Service code 27 · EIN 26-1142393 | Advisory (Plan) | $6,689 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,020 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,659 | $75,183-63.2% | $123,894-77.7% | $55,167-49.9% |
| Participation rate | 66.0% | 72.8%-6.9pp | 81.4%-15.5pp | 69.0%-3.0pp |
| Annual return | 33.99% | 19.01%+15.0pp | 47.52%-13.5pp | 169.23%-135.2pp |
| Employer contribution / active EE | $2,094 | $2,823-25.8% | $4,617-54.6% | $1,963+6.7% |
| Participant deferral / active EE | $5,979 | $5,084+17.6% | $5,984-0.1% | $3,054+95.8% |
| Admin fee / account holder | $92 | $663-86.1% | $8,357-98.9% | $504-81.7% |