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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $17,549 |
CARON & BLETZER, PLLC1 year Filed as: CARON BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $12,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,812 | $89,123-84.5% | $102,460-86.5% | $77,762-82.2% |
| Participation rate | 98.4% | 80.9%+17.5pp | 76.5%+21.9pp | 70.6%+27.8pp |
| Annual return | 33.26% | 25.05%+8.2pp | 29.47%+3.8pp | 31.27%+2.0pp |
| Employer contribution / active EE | $4,864 | $2,700+80.2% | $3,025+60.8% | $2,728+78.3% |
| Participant deferral / active EE | $3,823 | $5,148-25.7% | $5,056-24.4% | $4,651-17.8% |
| Admin fee / account holder | $54 | $236-77.3% | $9,460-99.4% | $433-87.6% |