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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $27,561 |
Filed as: HUB INTERNATIONAL INV ADV SERV Service code 27 · EIN 82-2966199 | Advisory (Plan) | $16,333 |
EDWARDS AND LEATHERS, P.C.4+ years Filed as: EDWARDS & LEATHERS, P.C. Service code 10 · EIN 20-8739519 | Accounting | $11,480 |
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 | $69,324 | $62,267+11.3% | $110,243-37.1% | $55,725+24.4% |
| Participation rate | 92.9% | 78.1%+14.8pp | 79.8%+13.1pp | 70.9%+22.0pp |
| Annual return | -4.31% | -1.07%-3.2pp | 314.76%-319.1pp | 244.93%-249.2pp |
| Employer contribution / active EE | $1,135 | $1,941-41.6% | $3,827-70.4% | $2,078-45.4% |
| Participant deferral / active EE | $3,829 | $3,516+8.9% | $4,672-18.1% | $3,356+14.1% |
| Admin fee / account holder | $178 | $121+46.9% | $8,548-97.9% | $115+54.2% |