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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $217,715 |
NEPC, LLC3 years Service code 28 · EIN 26-1429809 | Investment Management | $69,597 |
MELTON & MELTON LLP9+ years Filed as: MELTON AND MELTON Service code 10 · EIN 74-1550819 | Accounting | $26,000 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,489 | $50,151+245.9% | $149,696+15.9% | $80,157+116.4% |
| Participation rate | 87.1% | 64.3%+22.8pp | 78.8%+8.3pp | 72.9%+14.2pp |
| Annual return | 21.76% | 29.80%-8.0pp | 134.46%-112.7pp | 40.39%-18.6pp |
| Employer contribution / active EE | $8,242 | $1,867+341.5% | $4,821+71.0% | $2,977+176.8% |
| Participant deferral / active EE | $7,574 | $3,194+137.1% | $5,682+33.3% | $5,015+51.0% |
| Admin fee / account holder | $52 | $153-65.6% | $13,212-99.6% | $145-63.8% |