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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $520,246 |
MELTON & MELTON LLP1 year Filed as: MELTON & MELTON, L.L.P. Service code 10 · EIN 74-1550819 | Accounting | $45,609 |
PENSION ASSURANCE LLP1 year Filed as: PENSION PLANNERS NORTHWEST Service code 13 · EIN 93-1160402 | Contract Administrator | $18,992 |
Form 5500 reported that benefits due were not provided when due.
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 | $139,357 | $44,989+209.8% | $170,435-18.2% | $77,958+78.8% |
| Participation rate | 78.4% | 64.6%+13.8pp | 83.6%-5.2pp | 71.6%+6.8pp |
| Annual return | 33.13% | 19.61%+13.5pp | 205.94%-172.8pp | 20.87%+12.3pp |
| Employer contribution / active EE | $6,523 | $1,466+344.9% | $5,432+20.1% | $2,310+182.3% |
| Participant deferral / active EE | $5,232 | $2,208+137.0% | $4,939+5.9% | $3,537+47.9% |
| Admin fee / account holder | $121 | $69+75.9% | $13,881-99.1% | $97+24.6% |