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| Provider | Service type | Compensation |
|---|---|---|
STRIBLING WHALEN FINANCIAL GROUP3+ years Service code 27 620 SPRING ST. SE · GAINESVILLE, GA 30501 | Advisory (Plan) | $96,076 |
Service code 12 · EIN 48-1205033 | Claims processing; Float revenue; Dir... | $82,409 |
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 | $134,093 | $46,173+190.4% | $170,435-21.3% | $69,631+92.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 18.60% | 21.62%-3.0pp | 205.94%-187.3pp | 27571.02%-27552.4pp |
| Employer contribution / active EE | $6,680 | $1,610+315.0% | $5,432+23.0% | $2,032+228.7% |
| Participant deferral / active EE | $3,793 | $2,080+82.3% | $4,939-23.2% | $3,224+17.7% |
| Admin fee / account holder | $258 | $116+122.1% | $13,881-98.1% | $110+133.2% |