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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NEWFRONT INSURANCE SERVICES Service code 16 · EIN 80-0833114 | Consulting | $51,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $47,989 |
PISENTI & BRINKER LLP2 years Service code 49 · EIN 94-1585562 | Other Services | $13,000 |
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 | $92,388 | $90,064+2.6% | $100,415-8.0% | $77,762+18.8% |
| Participation rate | 92.5% | 81.3%+11.3pp | 81.5%+11.0pp | 70.6%+22.0pp |
| Annual return | 21.10% | 20.61%+0.5pp | 49.47%-28.4pp | 31.27%-10.2pp |
| Employer contribution / active EE | $4,281 | $3,043+40.7% | $3,943+8.6% | $2,728+56.9% |
| Participant deferral / active EE | $19,313 | $8,282+133.2% | $8,091+138.7% | $4,651+315.3% |
| Admin fee / account holder | $287 | $172+66.9% | $7,906-96.4% | $433-33.7% |