Filed September 20, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $97,389 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $40,000 |
PENSION ASSURANCE LLP1 year Service code 49 · EIN 30-0840934 | Other Services | $16,500 |
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 | $106,971 | $46,464+130.2% | $150,298-28.8% | $79,634+34.3% |
| Participation rate | 97.7% | 57.0%+40.8pp | 77.8%+20.0pp | 62.5%+35.2pp |
| Annual return | 23.79% | 27.89%-4.1pp | 62.79%-39.0pp | 36.46%-12.7pp |
| Employer contribution / active EE | $3,288 | $1,512+117.6% | $4,154-20.8% | $2,529+30.0% |
| Participant deferral / active EE | $19,457 | $2,157+802.1% | $5,453+256.8% | $3,835+407.4% |
| Admin fee / account holder | $109 | $891-87.7% | $14,116-99.2% | $1,002-89.1% |