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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT CAPITAL Service code 16 · EIN 86-1109193 | Consulting | $200,677 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$342,329 |
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 | $76,078 | $75,760+0.4% | $123,105-38.2% | $59,188+28.5% |
| Participation rate | 97.3% | 86.0%+11.3pp | 86.8%+10.6pp | 69.4%+27.9pp |
| Annual return | 1.37% | 2.93%-1.6pp | 13.22%-11.8pp | 5.51%-4.1pp |
| Employer contribution / active EE | $3,694 | $3,415+8.2% | $5,151-28.3% | $2,098+76.1% |
| Participant deferral / active EE | $6,172 | $5,000+23.4% | $6,229-0.9% | $3,265+89.1% |
| Admin fee / account holder | $64 | $61+5.9% | $9,014-99.3% | $92-30.3% |