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| Provider | Service type | Compensation |
|---|---|---|
LARSON GROSS PLLC1 year Filed as: LARSON GROSS Service code 10 · EIN 91-1663574 | Accounting | $5,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,687 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,387 | $76,050-3.5% | $96,544-24.0% | $71,457+2.7% |
| Participation rate | 42.3% | 74.4%-32.1pp | 76.0%-33.7pp | 67.9%-25.6pp |
| Annual return | 14.58% | 22.81%-8.2pp | 25.84%-11.3pp | 28.85%-14.3pp |
| Employer contribution / active EE | $11 | $2,244-99.5% | $2,965-99.6% | $2,588-99.6% |
| Participant deferral / active EE | $2,426 | $4,215-42.5% | $4,851-50.0% | $4,289-43.4% |
| Admin fee / account holder | $111 | $2,707-95.9% | $8,252-98.7% | $1,587-93.0% |