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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $581,284 |
EJ CALLAHAN & ASSOCIATES LLC1+ years Filed as: CALLAHAN Service code 16 · EIN 94-2192581 | Consulting | $27,283 |
MELTON & MELTON LLP1+ years Filed as: MELTON AND MELTON Service code 10 · EIN 74-1550819 | Accounting | $11,500 |
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 | $132,367 | $37,039+257.4% | $147,618-10.3% | $59,188+123.6% |
| Participation rate | 90.7% | 63.8%+26.9pp | 84.6%+6.1pp | 69.4%+21.3pp |
| Annual return | 3.66% | 7.19%-3.5pp | 61.98%-58.3pp | 5.51%-1.8pp |
| Employer contribution / active EE | $8,516 | $1,353+529.5% | $5,564+53.0% | $2,098+305.9% |
| Participant deferral / active EE | $6,186 | $2,094+195.5% | $4,895+26.4% | $3,265+89.5% |
| Admin fee / account holder | $192 | $60+218.4% | $11,612-98.3% | $92+107.9% |