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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $90,953 |
Filed as: THE MELTZER GRP/KESTRA ADVISORY SVS Service code 27 · EIN 35-2552359 | Advisory (Plan) | $44,589 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $17,261 |
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 | $31,020 | $85,635-63.8% | $123,894-75.0% | $63,975-51.5% |
| Participation rate | 90.9% | 74.9%+16.0pp | 81.4%+9.5pp | 71.1%+19.8pp |
| Annual return | 17.27% | 15.74%+1.5pp | 47.52%-30.2pp | 48.65%-31.4pp |
| Employer contribution / active EE | $2,256 | $3,076-26.7% | $4,617-51.1% | $2,182+3.4% |
| Participant deferral / active EE | $6,528 | $5,667+15.2% | $5,984+9.1% | $3,356+94.5% |
| Admin fee / account holder | $80 | $75+7.0% | $8,357-99.0% | $70+13.9% |