Filed June 30, 2026 (most recent of 3 filings on file)
Total covered: 3 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $23,520 |
Filed as: 360 WEALTH MANAGEMENT, LLC Service code 27 · EIN 45-5279132 | Advisory (Plan) | $16,605 |
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 | $58,329 | $53,901+8.2% | $134,155-56.5% | $73,493-20.6% |
| Participation rate | 72.6% | 62.8%+9.8pp | 72.2%+0.4pp | 70.7%+1.9pp |
| Annual return | 18.15% | 15.82%+2.3pp | 36.34%-18.2pp | 28.51%-10.4pp |
| Employer contribution / active EE | $1,212 | $1,458-16.9% | $3,705-67.3% | $2,270-46.6% |
| Participant deferral / active EE | $3,574 | $2,739+30.5% | $3,500+2.1% | $3,740-4.4% |
| Admin fee / account holder | $199 | $581-65.8% | $6,685-97.0% | $513-61.3% |