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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $234,394 |
NEPC, LLC4 years Service code 28 · EIN 26-1429809 | Investment Management | $87,751 |
MELTON & MELTON LLP8 years Filed as: MELTON & MELTON, L.L.P. Service code 10 · EIN 74-1550819 | Accounting | $26,730 |
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 | $159,015 | $68,110+133.5% | $155,556+2.2% | $99,313+60.1% |
| Participation rate | 80.2% | 67.8%+12.4pp | 78.2%+2.0pp | 71.7%+8.5pp |
| Annual return | 20.03% | 16.16%+3.9pp | 64.84%-44.8pp | 17.67%+2.4pp |
| Employer contribution / active EE | $5,382 | $2,291+134.9% | $4,675+15.1% | $3,264+64.9% |
| Participant deferral / active EE | $7,101 | $3,865+83.7% | $5,631+26.1% | $5,346+32.8% |
| Admin fee / account holder | $44 | $94-53.4% | $15,885-99.7% | $109-59.9% |