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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT FUNDING SERVICES GROUP1+ years Service code 70 · EIN 65-1212237 | Consulting Fees | $35,000 |
JACKSON LEWIS P.C.1+ years Service code 29 · EIN 46-3862389 | Legal | $24,420 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$109,113 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,980 | $63,964-26.6% | $147,618-68.2% | $67,505-30.4% |
| Participation rate | 77.0% | 68.6%+8.4pp | 84.6%-7.6pp | 71.2%+5.8pp |
| Annual return | 0.22% | 9.05%-8.8pp | 61.98%-61.8pp | 6.52%-6.3pp |
| Employer contribution / active EE | $1,543 | $1,618-4.7% | $5,564-72.3% | $2,173-29.0% |
| Participant deferral / active EE | $4,630 | $2,589+78.8% | $4,895-5.4% | $3,597+28.7% |
| Admin fee / account holder | $24 | $43-43.4% | $11,612-99.8% | $56-56.8% |