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| Provider | Service type | Compensation |
|---|---|---|
Filed as: C. JIM CHEN ACCOUNTANCY CORP Service code 10 · EIN 95-3648267 | Accounting | $71,000 |
Filed as: BENEFIT FUNDING SERV Service code 70 · EIN 65-1212237 | Consulting Fees | $43,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,956 |
Form 5500 reported that benefits due were not provided when due.
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 | $50,931 | $43,110+18.1% | $156,551-67.5% | $65,292-22.0% |
| Participation rate | 77.3% | 69.3%+8.0pp | 84.0%-6.7pp | 72.4%+4.9pp |
| Annual return | 8.12% | 11.24%-3.1pp | 32.23%-24.1pp | 11.84%-3.7pp |
| Employer contribution / active EE | $1,660 | $1,702-2.5% | $5,501-69.8% | $2,302-27.9% |
| Participant deferral / active EE | $4,778 | $2,520+89.6% | $4,871-1.9% | $3,579+33.5% |
| Admin fee / account holder | $37 | $47-21.4% | $13,028-99.7% | $57-35.3% |