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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $25,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,167 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $342,820 | $128,603+166.6% | $197,124+73.9% | $67,986+404.3% |
| Participation rate | 93.2% | 81.7%+11.5pp | 86.7%+6.4pp | 57.2%+36.0pp |
| Annual return | 30.48% | 23.77%+6.7pp | 44.34%-13.9pp | 31.67%-1.2pp |
| Employer contribution / active EE | $14,118 | $4,379+222.4% | $6,227+126.7% | $2,019+599.3% |
| Participant deferral / active EE | $19,945 | $6,840+191.6% | $9,135+118.3% | $3,358+494.0% |
| Admin fee / account holder | $227 | $3,035-92.5% | $16,298-98.6% | $3,203-92.9% |