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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $99,599 |
Service code 99 | Other Fees | $35,022 |
Filed as: FARMERS BANK OF APPOMATTOX Service code 99 · EIN 47-1411118 | Other Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,159 | $90,064-45.4% | $100,415-51.0% | $77,762-36.8% |
| Participation rate | 91.3% | 81.3%+10.0pp | 81.5%+9.8pp | 70.6%+20.7pp |
| Annual return | 30.92% | 20.61%+10.3pp | 49.47%-18.6pp | 31.27%-0.3pp |
| Employer contribution / active EE | $5,678 | $3,043+86.6% | $3,943+44.0% | $2,728+108.1% |
| Participant deferral / active EE | $11,534 | $8,282+39.3% | $8,091+42.5% | $4,651+148.0% |
| Admin fee / account holder | $267 | $172+55.4% | $7,906-96.6% | $433-38.3% |