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| Provider | Service type | Compensation |
|---|---|---|
LATITUDE SERVICE COMPANY INC6 years Filed as: LATITUDE SERVICE COMPANY, INC. Service code 49 · EIN 82-1371994 | Other Services | $147,514 |
Service code 22 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Insurance Broker | $135,635 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 | Advisory (Participants) | $132,604 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,141 | $110,299-60.0% | $102,423-56.9% | $199,593-77.9% |
| Participation rate | 77.3% | 86.3%-9.0pp | 76.5%+0.8pp | 72.0%+5.3pp |
| Annual return | 13.82% | 35.73%-21.9pp | 29.32%-15.5pp | 34.25%-20.4pp |
| Employer contribution / active EE | $1,568 | $3,603-56.5% | $3,023-48.1% | $3,034-48.3% |
| Participant deferral / active EE | $3,608 | $6,376-43.4% | $5,053-28.6% | $5,087-29.1% |
| Admin fee / account holder | $164 | $122+34.0% | $9,451-98.3% | $269-39.0% |