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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $265,332 |
Service code 17 · EIN 20-8532658 | Pension Consulting | $41,734 |
Service code 10 · EIN 95-3648267 | Accounting | $39,000 |
BOUTWELL FAY LLP5 years Service code 29 · EIN 33-0802931 | Legal | $12,421 |
Form 5500 reported that benefits due were not provided when due.
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 | $83,432 | $69,238+20.5% | $185,854-55.1% | $101,555-17.8% |
| Participation rate | 74.9% | 73.5%+1.4pp | 81.7%-6.8pp | 74.5%+0.3pp |
| Annual return | 14.66% | 21.26%-6.6pp | 122.12%-107.5pp | 21.00%-6.3pp |
| Employer contribution / active EE | $1,787 | $2,104-15.1% | $5,169-65.4% | $2,972-39.9% |
| Participant deferral / active EE | $6,140 | $3,764+63.1% | $5,569+10.3% | $4,874+26.0% |
| Admin fee / account holder | $45 | $66-32.4% | $16,246-99.7% | $139-67.9% |