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| Provider | Service type | Compensation |
|---|---|---|
THE FINANCIAL CONSUL3 years Service code 16 · EIN 52-1281169 | Consulting | $11,796 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,564 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $304,840 | $52,961+475.6% | $172,752+76.5% | $65,185+367.7% |
| Participation rate | 99.2% | 66.2%+33.0pp | 82.6%+16.5pp | 70.2%+29.0pp |
| Annual return | 22.65% | 30.12%-7.5pp | 802.97%-780.3pp | 29.38%-6.7pp |
| Employer contribution / active EE | $11,741 | $2,190+436.1% | $5,144+128.2% | $2,177+439.4% |
| Participant deferral / active EE | $8,265 | $2,471+234.4% | $5,198+59.0% | $3,514+135.2% |
| Admin fee / account holder | $101 | $472-78.6% | $13,955-99.3% | $847-88.1% |