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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $256,851 |
DIMEO SCHNEIDER & ASSOCIATES LLC3+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 27 · EIN 36-4001764 | Advisory (Plan) | $65,000 |
MORGAN LEWIS3+ years Service code 29 · EIN 23-0891050 | Legal | $26,499 |
CROWE LLP1 year Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $18,653 |
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 | $53,579 | $88,730-39.6% | $82,312-34.9% | $77,958-31.3% |
| Participation rate | 90.9% | 84.5%+6.3pp | 76.9%+14.0pp | 71.6%+19.2pp |
| Annual return | 17.56% | 20.88%-3.3pp | 25.88%-8.3pp | 20.87%-3.3pp |
| Employer contribution / active EE | $1,243 | $2,758-54.9% | $2,428-48.8% | $2,310-46.2% |
| Participant deferral / active EE | $3,572 | $4,634-22.9% | $3,706-3.6% | $3,537+1.0% |
| Admin fee / account holder | $110 | $74+48.3% | $5,608-98.0% | $97+12.7% |