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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $588,242 |
CALLAN ASSOCIATES1 year Filed as: CALLAN ASSOCIATES INC. Service code 16 · EIN 94-2192581 | Consulting | $142,689 |
MELTON & MELTON LLP2 years Filed as: MELTON & MELTON, L.L.P. Service code 10 · EIN 74-1550819 | Accounting | $18,590 |
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 | $128,364 | $45,382+182.9% | $154,110-16.7% | $75,289+70.5% |
| Participation rate | 80.0% | 65.9%+14.1pp | 83.0%-3.0pp | 72.4%+7.6pp |
| Annual return | -3.44% | -0.47%-3.0pp | 735.22%-738.7pp | -0.04%-3.4pp |
| Employer contribution / active EE | $5,877 | $1,533+283.4% | $5,298+10.9% | $2,405+144.3% |
| Participant deferral / active EE | $5,750 | $2,384+141.2% | $5,081+13.2% | $3,739+53.8% |
| Admin fee / account holder | $149 | $89+67.1% | $13,412-98.9% | $102+45.9% |