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| Provider | Service type | Compensation |
|---|---|---|
THE FINANCIAL CONSUL2 years Service code 16 · EIN 52-1281169 | Consulting | $11,444 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,654 |
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $273,995 | $47,977+471.1% | $154,111+77.8% | $56,287+386.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -5.76% | 3.54%-9.3pp | 735.18%-740.9pp | -9.96%+4.2pp |
| Employer contribution / active EE | $12,571 | $2,169+479.7% | $5,298+137.3% | $2,111+495.5% |
| Participant deferral / active EE | $8,759 | $2,392+266.2% | $5,081+72.4% | $3,350+161.5% |
| Admin fee / account holder | $99 | $438-77.4% | $13,411-99.3% | $521-81.0% |