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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $103,305 |
BDO USA, LLP2 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $16,117 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $8,750 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 26 · EIN 61-1758632 | Advisory (Participants) | $8,750 |
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 | $25,452 | $45,382-43.9% | $154,110-83.5% | $75,289-66.2% |
| Participation rate | 92.5% | 65.9%+26.6pp | 83.0%+9.5pp | 72.4%+20.1pp |
| Annual return | -4.50% | -0.47%-4.0pp | 735.22%-739.7pp | -0.04%-4.5pp |
| Employer contribution / active EE | $1,234 | $1,533-19.5% | $5,298-76.7% | $2,405-48.7% |
| Participant deferral / active EE | $6,668 | $2,384+179.7% | $5,081+31.2% | $3,739+78.4% |
| Admin fee / account holder | $94 | $89+5.1% | $13,412-99.3% | $102-8.3% |