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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,369 |
USI CONSULTING GROUP3+ years Filed as: USI SECURITIES INC Service code 27 · EIN 06-1493970 | Advisory (Plan) | $22,780 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,817 | $160,070-70.8% | $147,117-68.2% | $145,897-67.9% |
| Participation rate | 92.9% | 84.0%+8.8pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 13.93% | 98.69%-84.8pp | 420.54%-406.6pp | 552.29%-538.4pp |
| Employer contribution / active EE | $9,633 | $5,285+82.3% | $4,932+95.3% | $4,663+106.6% |
| Participant deferral / active EE | $18,458 | $8,419+119.2% | $8,065+128.9% | $6,689+175.9% |
| Admin fee / account holder | $278 | $15,035-98.1% | $12,993-97.9% | $13,390-97.9% |