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| Provider | Service type | Compensation |
|---|---|---|
THOMAS JUDY & TUCKER PA1+ years Filed as: THOMAS JUDY AND TUCKER, P.A Service code 10 · EIN 56-1965804 | Accounting | $11,721 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,427 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,269 | $45,283-19.9% | $155,789-76.7% | $52,331-30.7% |
| Participation rate | 45.3% | 62.2%-16.9pp | 76.1%-30.8pp | 68.1%-22.8pp |
| Annual return | -1.09% | 1.80%-2.9pp | 71.54%-72.6pp | 4.54%-5.6pp |
| Employer contribution / active EE | $50 | $1,329-96.3% | $3,839-98.7% | $1,882-97.4% |
| Participant deferral / active EE | $913 | $2,854-68.0% | $4,798-81.0% | $3,022-69.8% |
| Admin fee / account holder | $158 | $981-83.9% | $7,477-97.9% | $592-73.2% |