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| Provider | Service type | Compensation |
|---|---|---|
ALLEGIANCE CAPITAL LLC3 years Filed as: ALLEGIANCE FINANCIAL GROUP INC Service code 27 · EIN 01-0510740 | Advisory (Plan) | $67,581 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$22,225 |
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 | $228,289 | $101,672+124.5% | $147,117+55.2% | $74,478+206.5% |
| Participation rate | 96.7% | 75.5%+21.2pp | 82.2%+14.5pp | 67.2%+29.5pp |
| Annual return | 17.84% | 8757.83%-8740.0pp | 420.54%-402.7pp | 1370.56%-1352.7pp |
| Employer contribution / active EE | $1,148 | $3,813-69.9% | $4,932-76.7% | $2,626-56.3% |
| Participant deferral / active EE | $11,450 | $7,305+56.7% | $8,065+42.0% | $4,350+163.2% |
| Admin fee / account holder | $285 | $1,753-83.7% | $12,993-97.8% | $1,946-85.3% |