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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $134,545 |
Service code 27 · EIN 20-8532658 | Advisory (Plan) | $120,443 |
C.JIM CHEN ACCOUNTANCY CORP3 years Service code 10 · EIN 95-3648267 | Accounting | $51,000 |
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 | $76,494 | $59,312+29.0% | $149,740-48.9% | $103,657-26.2% |
| Participation rate | 70.5% | 70.3%+0.3pp | 78.8%-8.2pp | 73.4%-2.8pp |
| Annual return | 19.73% | 78.03%-58.3pp | 134.51%-114.8pp | 33.13%-13.4pp |
| Employer contribution / active EE | $1,735 | $2,187-20.6% | $4,821-64.0% | $3,216-46.0% |
| Participant deferral / active EE | $6,127 | $3,719+64.7% | $5,683+7.8% | $5,218+17.4% |
| Admin fee / account holder | $36 | $103-64.8% | $13,222-99.7% | $114-68.4% |